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Evernest Financial Advisors, LLC: FFSM position timeline

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

Evernest Financial Advisors, LLC held 246,925 FFSM 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 246,925 shares
    Change vs previous 13F -25,157 shares

    1.97% of the 13F portfolio, value $9,434,996.

    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 272,082 shares
    Change vs previous 13F -130,061 shares

    1.99% of the 13F portfolio, value $9,601,782.

    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 402,143 shares
    Change vs previous 13F -3,476 shares

    2.86% of the 13F portfolio, value $13,664,804.

    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 405,619 shares
    Change vs previous 13F -893 shares

    3.32% of the 13F portfolio, value $11,848,126.

    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 406,512 shares
    Change vs previous 13F +11,836 shares

    3.58% of the 13F portfolio, value $11,053,048.

    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 394,676 shares
    Change vs previous 13F +39,702 shares

    3.58% of the 13F portfolio, value $9,961,612.

    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 354,974 shares
    Change vs previous 13F +94,559 shares

    2.48% of the 13F portfolio, value $9,541,695.

    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 260,415 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $7,145,792.

    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).