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Evernest Financial Advisors, LLC: DFAX position timeline

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

Evernest Financial Advisors, LLC held 109,109 DFAX 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 109,109 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $4,019,584.

    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 109,109 shares
    Change vs previous 13F -2,777 shares

    0.82% of the 13F portfolio, value $3,951,943.

    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 111,886 shares
    Change vs previous 13F -3,765 shares

    0.85% of the 13F portfolio, value $4,032,378.

    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 115,651 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $3,629,134.

    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 115,651 shares
    Change vs previous 13F -2,963 shares

    1.1% of the 13F portfolio, value $3,396,675.

    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 118,614 shares
    Change vs previous 13F -28,480 shares

    1.12% of the 13F portfolio, value $3,107,691.

    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 147,094 shares
    Change vs previous 13F -29,839 shares

    0.95% of the 13F portfolio, value $3,656,760.

    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 176,933 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $4,778,970.

    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).