Evernest Financial Advisors, LLC: SMMD position timeline

Evernest Financial Advisors, LLC held 32,492 SMMD 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 32,492 shares

   Change vs previous 13F 0 shares

   0.62% of the 13F portfolio, value $2,977,242.

   13F-HR 0002009530-26-000006 filed by Evernest Financial Advisors, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 32,492 shares

   Change vs previous 13F +3,321 shares

   0.57% of the 13F portfolio, value $2,742,325.

   13F-HR 0002009530-26-000005 filed by Evernest Financial Advisors, LLC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 29,171 shares

   Change vs previous 13F +11,053 shares

   0.5% of the 13F portfolio, value $2,375,395.

   13F-HR 0002009530-26-000001 filed by Evernest Financial Advisors, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 18,118 shares

   Change vs previous 13F +9,520 shares

   0.37% of the 13F portfolio, value $1,335,840.

   13F-HR 0002009530-25-000008 filed by Evernest Financial Advisors, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 8,598 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $582,772.

   13F-HR 0001929986-25-000007 filed by Evernest Financial Advisors, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).