Skip to content
Disclosery

EverSource Wealth Advisors, LLC: BNDX position timeline

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

EverSource Wealth Advisors, LLC held 411,825 BNDX 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 411,825 shares
    Change vs previous 13F -348,630 shares

    0.67% of the 13F portfolio, value $19,944,671.

    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 760,455 shares
    Change vs previous 13F +368,036 shares

    1.12% of the 13F portfolio, value $36,539,900.

    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 392,419 shares
    Change vs previous 13F +16,255 shares

    0.7% of the 13F portfolio, value $18,961,709.

    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 376,164 shares
    Change vs previous 13F +2,359 shares

    0.74% of the 13F portfolio, value $18,605,092.

    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 373,805 shares
    Change vs previous 13F +4,681 shares

    0.84% of the 13F portfolio, value $18,507,068.

    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 369,124 shares
    Change vs previous 13F +6,384 shares

    0.99% of the 13F portfolio, value $18,020,653.

    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 362,740 shares
    Change vs previous 13F +19,859 shares

    1% of the 13F portfolio, value $17,792,374.

    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 342,881 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $17,240,055.

    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).