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EverSource Wealth Advisors, LLC: BUFR position timeline

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

EverSource Wealth Advisors, LLC held 50,031 BUFR 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 50,031 shares
    Change vs previous 13F +3,490 shares

    0.06% of the 13F portfolio, value $1,827,632.

    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 46,541 shares
    Change vs previous 13F -9,894 shares

    0.05% of the 13F portfolio, value $1,571,690.

    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 56,435 shares
    Change vs previous 13F +19,260 shares

    0.07% of the 13F portfolio, value $1,933,463.

    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 37,175 shares
    Change vs previous 13F +310 shares

    0.05% of the 13F portfolio, value $1,242,389.

    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 36,865 shares
    Change vs previous 13F +2,450 shares

    0.05% of the 13F portfolio, value $1,172,307.

    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 34,415 shares
    Change vs previous 13F +500 shares

    0.06% of the 13F portfolio, value $1,021,781.

    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 33,915 shares
    Change vs previous 13F +2,785 shares

    0.06% of the 13F portfolio, value $1,033,390.

    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 31,130 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $930,476.

    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).