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EverSource Wealth Advisors, LLC: FBTC position timeline

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

EverSource Wealth Advisors, LLC held 458,888 FBTC 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 458,888 shares
    Change vs previous 13F +6,513 shares

    0.79% of the 13F portfolio, value $23,426,254.

    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 452,375 shares
    Change vs previous 13F +22,872 shares

    0.82% of the 13F portfolio, value $26,703,722.

    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 429,503 shares
    Change vs previous 13F +33,929 shares

    1.21% of the 13F portfolio, value $32,741,047.

    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 395,574 shares
    Change vs previous 13F +12,509 shares

    1.56% of the 13F portfolio, value $39,482,284.

    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 383,065 shares
    Change vs previous 13F +21,049 shares

    1.63% of the 13F portfolio, value $36,004,320.

    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 362,016 shares
    Change vs previous 13F +32,537 shares

    1.43% of the 13F portfolio, value $26,054,323.

    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 329,479 shares
    Change vs previous 13F +13,785 shares

    1.51% of the 13F portfolio, value $26,878,897.

    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 315,694 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $17,530,488.

    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).