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Evernest Financial Advisors, LLC: FENI position timeline

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

Evernest Financial Advisors, LLC held 459,536 FENI 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 459,536 shares
    Change vs previous 13F +30,302 shares

    3.86% of the 13F portfolio, value $18,441,184.

    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 429,234 shares
    Change vs previous 13F +78,997 shares

    3.47% of the 13F portfolio, value $16,697,218.

    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 350,237 shares
    Change vs previous 13F +80,971 shares

    2.95% of the 13F portfolio, value $14,065,521.

    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 269,266 shares
    Change vs previous 13F +21,206 shares

    2.66% of the 13F portfolio, value $9,499,694.

    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 248,060 shares
    Change vs previous 13F +49,960 shares

    2.67% of the 13F portfolio, value $8,250,490.

    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 198,100 shares
    Change vs previous 13F +55,672 shares

    2.12% of the 13F portfolio, value $5,895,461.

    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 142,428 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,921,034.

    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).