Evernest Financial Advisors, LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evernest Financial Advisors, LLC on DIS, newest first. How the timeline and the estimate are built.
Evernest Financial Advisors, LLC held 3,127 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 3,127 sharesChange vs previous 13F -549 shares
0.06% of the 13F portfolio, value $300,960.
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 3,676 sharesChange vs previous 13F -3 shares
0.08% of the 13F portfolio, value $376,224.
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 3,679 sharesChange vs previous 13F -725 shares
0.08% of the 13F portfolio, value $394,116.
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 4,404 sharesChange vs previous 13F +13 shares
0.14% of the 13F portfolio, value $504,285.
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 4,391 sharesChange vs previous 13F +607 shares
0.18% of the 13F portfolio, value $544,507.
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 3,784 sharesChange vs previous 13F -798 shares
0.13% of the 13F portfolio, value $373,464.
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 4,582 sharesChange vs previous 13F +481 shares
0.13% of the 13F portfolio, value $510,151.
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 4,101 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $394,432.
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).