EverSource Wealth Advisors, LLC
CIK
0001710537
City
BIRMINGHAM
State / Country
AL
Holdings in BCX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $161,274 | 14,688 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $149,376 | 14,688 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $138,943 | 14,703 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $137,178 | 14,703 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $125,563 | 14,703 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $71,548 | 7,453 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $54,708 | 5,953 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $54,053 | 5,953 | Shares | Sole | 2024-06-11 |
| 2023-12-31 | $52,862 | 5,953 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $54,467 | 5,914 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $26,312 | 2,901 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $27,675 | 2,901 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $28,155 | 2,824 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $1,807 | 208 | Shares | Sole | 2022-11-07 |