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Evernest Financial Advisors, LLC: IWR position timeline

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

Evernest Financial Advisors, LLC held 11,979 IWR 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 11,979 shares
    Change vs previous 13F -3,933 shares

    0.28% of the 13F portfolio, value $1,321,523.

    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 15,912 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,650,870.

    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 15,912 shares
    Change vs previous 13F -7,595 shares

    0.34% of the 13F portfolio, value $1,624,774.

    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 23,507 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $2,269,601.

    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 23,507 shares
    Change vs previous 13F +7,595 shares

    0.7% of the 13F portfolio, value $2,161,939.

    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 15,912 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,353,634.

    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 15,912 shares
    Change vs previous 13F -35 shares

    0.36% of the 13F portfolio, value $1,406,621.

    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 15,947 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,405,569.

    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).