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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

BILL holding history

BILL Holdings, Inc. in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BILL overviewAll 13F holders of BILLFull Q2 2026 holdings

Shares (Q2 2026)
48
Value
$1.74K
% of portfolio
<0.1%
Quarters held
16
Since Q3 2022
Holdings of BILL by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202648$1.74K<0.1%−87−64.4%ReducedHolders
Q1 2026135$5.17K<0.1%+47+53.4%AddedHolders
Q4 202588$4.80K<0.1%+27+44.3%AddedHolders
Q3 202561$3.23K<0.1%+8+15.1%AddedHolders
Q2 202553$2.45K<0.1%+14+35.9%AddedHolders
Q1 202539$1.79K<0.1%−264−87.1%ReducedHolders
Q4 2024303$25.7K<0.1%+82+37.1%AddedHolders
Q3 2024221$11.7K<0.1%+149+206.9%AddedHolders
Q2 202472$3.60K<0.1%+11+18.0%AddedHolders
Q1 202461$3.81K<0.1%+24+64.9%AddedHolders
Q4 202337$3.02K<0.1%−111−75.0%ReducedHolders
Q3 2023148$16.1K<0.1%+25+20.3%AddedHolders
Q2 2023123$14.4K<0.1%+61+98.4%AddedHolders
Q1 202362$5.03K<0.1%−8−11.4%ReducedHolders
Q4 202270$7.63K<0.1%−1−1.4%ReducedHolders
Q3 202271$10.0K<0.1%+71NewHolders