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Evernest Financial Advisors, LLC: ADI position timeline

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

Evernest Financial Advisors, LLC held 2,417 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,417 shares
    Change vs previous 13F -65 shares

    0.2% of the 13F portfolio, value $959,914.

    13F-HR 0002009530-26-000006 filed by Evernest Financial 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 2,482 shares
    Change vs previous 13F -403 shares

    0.2% of the 13F portfolio, value $974,363.

    13F-HR 0002009530-26-000005 filed by Evernest Financial 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 2,885 shares
    Change vs previous 13F -323 shares

    0.2% of the 13F portfolio, value $931,731.

    13F-HR 0002009530-26-000001 filed by Evernest Financial 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 3,208 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $788,177.

    13F-HR 0002009530-25-000008 filed by Evernest Financial 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 3,208 shares
    Change vs previous 13F +146 shares

    0.25% of the 13F portfolio, value $763,541.

    13F-HR 0001929986-25-000007 filed by Evernest Financial 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 3,062 shares
    Change vs previous 13F -283 shares

    0.22% of the 13F portfolio, value $617,490.

    13F-HR 0002009530-25-000002 filed by Evernest Financial 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 3,345 shares
    Change vs previous 13F -76 shares

    0.18% of the 13F portfolio, value $710,779.

    13F-HR 0002009530-25-000001 filed by Evernest Financial 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 3,421 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $787,356.

    13F-HR 0002009530-24-000009 filed by Evernest Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).