Evernest Financial Advisors, LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evernest Financial Advisors, LLC on PG, newest first. How the timeline and the estimate are built.
Evernest Financial Advisors, LLC held 4,687 PG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 4,687 sharesChange vs previous 13F +390 shares
0.14% of the 13F portfolio, value $687,246.
13F-HR 0002009530-26-000006 filed by Evernest Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,297 sharesChange vs previous 13F +78 shares
0.13% of the 13F portfolio, value $637,694.
13F-HR 0002009530-26-000005 filed by Evernest Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,219 sharesChange vs previous 13F -2,866 shares
0.14% of the 13F portfolio, value $663,796.
13F-HR 0002009530-26-000001 filed by Evernest Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,085 sharesChange vs previous 13F -210 shares
0.31% of the 13F portfolio, value $1,088,591.
13F-HR 0002009530-25-000008 filed by Evernest Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,295 sharesChange vs previous 13F -1 shares
0.38% of the 13F portfolio, value $1,162,211.
13F-HR 0001929986-25-000007 filed by Evernest Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,296 sharesChange vs previous 13F +804 shares
0.45% of the 13F portfolio, value $1,243,420.
13F-HR 0002009530-25-000002 filed by Evernest Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,492 sharesChange vs previous 13F +93 shares
0.28% of the 13F portfolio, value $1,088,436.
13F-HR 0002009530-25-000001 filed by Evernest Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,399 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $1,108,287.
13F-HR 0002009530-24-000009 filed by Evernest Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).