Evernest Financial Advisors, LLC: AMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evernest Financial Advisors, LLC on AMT, newest first. How the timeline and the estimate are built.
Evernest Financial Advisors, LLC held 1,630 AMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 1,630 sharesChange vs previous 13F +212 shares
0.06% of the 13F portfolio, value $266,619.
13F-HR 0002009530-26-000006 filed by Evernest Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,418 sharesChange vs previous 13F +164 shares
0.05% of the 13F portfolio, value $248,575.
13F-HR 0002009530-26-000005 filed by Evernest Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,254 sharesChange vs previous 13F -343 shares
0.05% of the 13F portfolio, value $217,832.
13F-HR 0002009530-26-000001 filed by Evernest Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,597 sharesChange vs previous 13F -12 shares
0.09% of the 13F portfolio, value $307,135.
13F-HR 0002009530-25-000008 filed by Evernest Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,609 sharesChange vs previous 13F +40 shares
0.12% of the 13F portfolio, value $355,621.
13F-HR 0001929986-25-000007 filed by Evernest Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,569 sharesChange vs previous 13F +216 shares
0.12% of the 13F portfolio, value $341,414.
13F-HR 0002009530-25-000002 filed by Evernest Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,353 sharesChange vs previous 13F -238 shares
0.06% of the 13F portfolio, value $248,154.
13F-HR 0002009530-25-000001 filed by Evernest Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,591 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $370,003.
13F-HR 0002009530-24-000009 filed by Evernest Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).