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Evernest Financial Advisors, LLC: CGCV position timeline

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

Evernest Financial Advisors, LLC held 96,874 CGCV 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 96,874 shares
    Change vs previous 13F -33,010 shares

    0.66% of the 13F portfolio, value $3,179,410.

    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 129,884 shares
    Change vs previous 13F -119,994 shares

    0.84% of the 13F portfolio, value $4,039,388.

    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 249,878 shares
    Change vs previous 13F +5,321 shares

    1.66% of the 13F portfolio, value $7,911,144.

    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 244,557 shares
    Change vs previous 13F +27,562 shares

    2.06% of the 13F portfolio, value $7,363,616.

    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 216,995 shares
    Change vs previous 13F +88,201 shares

    2.01% of the 13F portfolio, value $6,206,055.

    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 128,794 shares
    Change vs previous 13F +29,465 shares

    1.25% of the 13F portfolio, value $3,492,255.

    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 99,329 shares
    Change vs previous 13F +7,710 shares

    0.68% of the 13F portfolio, value $2,636,196.

    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 91,619 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,497,063.

    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).