EverSource Wealth Advisors, LLC: BNS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on BNS, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 3,575 BNS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 3,575 sharesChange vs previous 13F -963 shares
0.01% of the 13F portfolio, value $310,454.
13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 4,538 sharesChange vs previous 13F +1,790 shares
0.01% of the 13F portfolio, value $314,551.
13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,748 sharesChange vs previous 13F +375 shares
0.01% of the 13F portfolio, value $202,486.
13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,373 sharesChange vs previous 13F +208 shares
0.01% of the 13F portfolio, value $153,432.
13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,165 sharesChange vs previous 13F +649 shares
0.01% of the 13F portfolio, value $119,665.
13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,516 sharesChange vs previous 13F -6 shares
<0.01% of the 13F portfolio, value $71,903.
13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,522 sharesChange vs previous 13F -151 shares
<0.01% of the 13F portfolio, value $81,762.
13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,673 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $91,161.
13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).