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EverSource Wealth Advisors, LLC: BSV position timeline

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

EverSource Wealth Advisors, LLC held 369,592 BSV 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 369,592 shares
    Change vs previous 13F -195,126 shares

    0.97% of the 13F portfolio, value $28,794,946.

    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 564,718 shares
    Change vs previous 13F +217,378 shares

    1.35% of the 13F portfolio, value $44,279,509.

    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 347,340 shares
    Change vs previous 13F -7,572 shares

    1.01% of the 13F portfolio, value $27,373,869.

    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 354,912 shares
    Change vs previous 13F +22,805 shares

    1.11% of the 13F portfolio, value $28,006,127.

    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 332,107 shares
    Change vs previous 13F -5,314 shares

    1.18% of the 13F portfolio, value $26,136,812.

    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 337,421 shares
    Change vs previous 13F +58,161 shares

    1.45% of the 13F portfolio, value $26,413,335.

    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 279,260 shares
    Change vs previous 13F +63,414 shares

    1.21% of the 13F portfolio, value $21,578,402.

    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 215,846 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $16,984,932.

    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).