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EverSource Wealth Advisors, LLC: VBIL position timeline

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

EverSource Wealth Advisors, LLC held 194,532 VBIL 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 194,532 shares
    Change vs previous 13F -59,043 shares

    0.5% of the 13F portfolio, value $14,722,241.

    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 253,575 shares
    Change vs previous 13F -174,122 shares

    0.59% of the 13F portfolio, value $19,182,848.

    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 427,697 shares
    Change vs previous 13F +220,462 shares

    1.19% of the 13F portfolio, value $32,261,203.

    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 207,235 shares
    Change vs previous 13F +69,125 shares

    0.62% of the 13F portfolio, value $15,670,041.

    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 138,110 shares
    Change vs previous 13F +129,357 shares

    0.47% of the 13F portfolio, value $10,434,208.

    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 8,753 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $660,326.

    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).