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EverSource Wealth Advisors, LLC: BSVO position timeline

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

EverSource Wealth Advisors, LLC held 674,171 BSVO 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 674,171 shares
    Change vs previous 13F +26,773 shares

    0.66% of the 13F portfolio, value $19,678,855.

    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 647,398 shares
    Change vs previous 13F +24,587 shares

    0.5% of the 13F portfolio, value $16,424,492.

    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 622,811 shares
    Change vs previous 13F +5,741 shares

    0.53% of the 13F portfolio, value $14,511,501.

    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 617,070 shares
    Change vs previous 13F +7,792 shares

    0.55% of the 13F portfolio, value $13,977,436.

    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 609,278 shares
    Change vs previous 13F +10,159 shares

    0.56% of the 13F portfolio, value $12,417,085.

    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 599,119 shares
    Change vs previous 13F +21,476 shares

    0.64% of the 13F portfolio, value $11,646,872.

    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 577,643 shares
    Change vs previous 13F +13,388 shares

    0.7% of the 13F portfolio, value $12,505,970.

    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 564,255 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $12,464,393.

    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).