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Evernest Financial Advisors, LLC: CGIE position timeline

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

Evernest Financial Advisors, LLC held 269,804 CGIE 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 269,804 shares
    Change vs previous 13F -71,188 shares

    2.08% of the 13F portfolio, value $9,923,402.

    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 340,992 shares
    Change vs previous 13F -82,093 shares

    2.5% of the 13F portfolio, value $12,047,241.

    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 423,085 shares
    Change vs previous 13F +75,233 shares

    3.25% of the 13F portfolio, value $15,506,055.

    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 347,852 shares
    Change vs previous 13F +22,554 shares

    3.29% of the 13F portfolio, value $11,729,583.

    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 325,298 shares
    Change vs previous 13F +67,581 shares

    3.47% of the 13F portfolio, value $10,708,809.

    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 257,717 shares
    Change vs previous 13F +70,580 shares

    2.71% of the 13F portfolio, value $7,556,261.

    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 187,137 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $5,148,138.

    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).