EverSource Wealth Advisors, LLC BILI — BILIBILI INC SPONS ADS REP Z

Ownership history in EverSource Wealth Advisors, LLC  ·  19 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported BILIBILI INC SPONS ADS REP Z (BILI) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows BILI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BILI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in BILIBILI INC SPONS ADS REP Z, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BILI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BILI stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, LLC held BILI — position size vs. price
% of Fund (quarterly)    BILI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,619 -38 -2.3% 0.00% $28K 2026-07-24 $nan
2026 Q1 ADDED — — — 1,657 +735 +79.7% 0.01% $191K 2026-05-18 $19.63
2025 Q4 ADDED — — — 922 +12 +1.3% 0.00% $23K 2026-02-06 $31.53
2025 Q3 ADDED — — — 910 +43 +5.0% 0.00% $26K 2025-11-10 $27.60
2025 Q2 REDUCED 17.6% +27.4% ❌ 867 -185 -17.6% 0.00% $19K 2025-08-13 $24.37
2025 Q1 REDUCED — — — 1,052 -2 -0.2% 0.00% $20K 2025-05-13 $18.40
2024 Q4 ADDED — — — 1,054 +70 +7.1% 0.00% $19K 2025-02-10 $18.34
2024 Q3 ADDED — — — 984 +401 +68.8% 0.00% $23K 2024-11-08 $22.59
2024 Q2 ADDED — — — 583 +308 +112.0% 0.00% $9K 2024-08-13 $13.99
2024 Q1 UNCHANGED — — — 275 — 0% 0.00% $3K 2024-05-13 $15.81
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BILI

As of 2026 Q2 — sorted by position size

PING CAPITAL MANAGEMENT, INC. 0.31% Venturi Wealth Management, LLC 3Y 7Y 0.03% Aaron Wealth Advisors LLC 3Y 0.02% PFG Investments, LLC 3Y 0.01% Center for Financial Planning, Inc. 3Y 0.01% SBI Securities Co., Ltd. 0.0% ELEVATION WEALTH PARTNERS, LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% Sequoia Financial Advisors, LLC 3Y 7Y 0.0% Fideuram Asset Management (Ireland) dac 0.0%

FAQ About EverSource Wealth Advisors, LLC and BILI

These are the practical questions this page is built to answer before you even open the full history table.

How long has EverSource Wealth Advisors, LLC reported owning BILI?

EverSource Wealth Advisors, LLC reported BILI across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BILI position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for BILI was 0.01% in 2026 Q1.

What is the latest reported BILI position on this page?

The most recent filing on this page is 2026 Q2, when EverSource Wealth Advisors, LLC reported 1,619 shares, equal to 0.00% of portfolio, with an estimated market value of $28K.

What does the chart on this BILI ownership page compare?

The chart compares EverSource Wealth Advisors, LLC's quarterly BILI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EverSource Wealth Advisors, LLC time their BILI position?

Based on 13F filing dates vs. subsequent BILI price moves, EverSource Wealth Advisors, LLC correctly timed 7 out of 17 reported position changes (41%).

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