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Evernest Financial Advisors, LLC: IWM position timeline

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

Evernest Financial Advisors, LLC held 6,915 IWM 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 6,915 shares
    Change vs previous 13F +1 shares

    0.43% of the 13F portfolio, value $2,077,642.

    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 6,914 shares
    Change vs previous 13F +1 shares

    0.4% of the 13F portfolio, value $1,916,177.

    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 6,913 shares
    Change vs previous 13F -2,799 shares

    0.39% of the 13F portfolio, value $1,845,038.

    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 9,712 shares
    Change vs previous 13F +1 shares

    0.66% of the 13F portfolio, value $2,349,909.

    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 9,711 shares
    Change vs previous 13F +3,246 shares

    0.68% of the 13F portfolio, value $2,095,499.

    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 6,465 shares
    Change vs previous 13F +1 shares

    0.46% of the 13F portfolio, value $1,289,643.

    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 6,464 shares
    Change vs previous 13F -311 shares

    0.37% of the 13F portfolio, value $1,428,233.

    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 6,775 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,496,538.

    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).