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Evernest Financial Advisors, LLC: HD position timeline

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

Evernest Financial Advisors, LLC held 3,170 HD 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 3,170 shares
    Change vs previous 13F -237 shares

    0.23% of the 13F portfolio, value $1,118,165.

    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 3,407 shares
    Change vs previous 13F -106 shares

    0.24% of the 13F portfolio, value $1,132,306.

    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 3,513 shares
    Change vs previous 13F -152 shares

    0.28% of the 13F portfolio, value $1,338,636.

    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 3,665 shares
    Change vs previous 13F +19 shares

    0.42% of the 13F portfolio, value $1,485,216.

    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 3,646 shares
    Change vs previous 13F +229 shares

    0.43% of the 13F portfolio, value $1,336,945.

    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 3,417 shares
    Change vs previous 13F -908 shares

    0.45% of the 13F portfolio, value $1,252,472.

    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 4,325 shares
    Change vs previous 13F -12 shares

    0.44% of the 13F portfolio, value $1,682,352.

    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 4,337 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,757,227.

    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).