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EverSource Wealth Advisors, LLC: BLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on BLV, newest first. How the timeline and the estimate are built.

EverSource Wealth Advisors, LLC held 123,953 BLV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,953 shares
    Change vs previous 13F -107,680 shares

    0.29% of the 13F portfolio, value $8,544,114.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 231,633 shares
    Change vs previous 13F +113,717 shares

    0.49% of the 13F portfolio, value $15,931,696.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 117,916 shares
    Change vs previous 13F +4,467 shares

    0.3% of the 13F portfolio, value $8,197,489.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 113,449 shares
    Change vs previous 13F -534 shares

    0.32% of the 13F portfolio, value $8,037,833.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 113,983 shares
    Change vs previous 13F -849 shares

    0.36% of the 13F portfolio, value $7,926,377.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 114,832 shares
    Change vs previous 13F +1,315 shares

    0.44% of the 13F portfolio, value $8,086,436.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 113,517 shares
    Change vs previous 13F +8,721 shares

    0.44% of the 13F portfolio, value $7,767,968.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 104,796 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $7,877,480.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).