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Evernest Financial Advisors, LLC: BOSC position timeline

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

Evernest Financial Advisors, LLC held 199,148 BOSC 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 199,148 shares
    Change vs previous 13F +17,736 shares

    0.19% of the 13F portfolio, value $894,175.

    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 181,412 shares
    Change vs previous 13F -142,588 shares

    0.18% of the 13F portfolio, value $876,220.

    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 324,000 shares
    Change vs previous 13F +278,000 shares

    0.33% of the 13F portfolio, value $1,590,840.

    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 46,000 shares
    Change vs previous 13F -106,000 shares

    0.06% of the 13F portfolio, value $218,960.

    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 152,000 shares
    Change vs previous 13F -14,500 shares

    0.24% of the 13F portfolio, value $737,200.

    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 166,500 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $629,370.

    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).