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Evernest Financial Advisors, LLC: DOL position timeline

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

Evernest Financial Advisors, LLC held 91,533 DOL 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 91,533 shares
    Change vs previous 13F -867 shares

    1.42% of the 13F portfolio, value $6,806,818.

    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 92,400 shares
    Change vs previous 13F -525 shares

    1.38% of the 13F portfolio, value $6,622,308.

    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 92,925 shares
    Change vs previous 13F -343 shares

    1.41% of the 13F portfolio, value $6,721,232.

    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 93,268 shares
    Change vs previous 13F -3 shares

    1.63% of the 13F portfolio, value $5,806,335.

    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 93,271 shares
    Change vs previous 13F +6,701 shares

    1.8% of the 13F portfolio, value $5,555,851.

    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 86,570 shares
    Change vs previous 13F -2,550 shares

    1.71% of the 13F portfolio, value $4,767,420.

    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 89,120 shares
    Change vs previous 13F -867 shares

    1.14% of the 13F portfolio, value $4,406,115.

    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 89,987 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $4,856,246.

    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).