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Evernest Financial Advisors, LLC: SPSM position timeline

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

Evernest Financial Advisors, LLC held 599,855 SPSM 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 599,855 shares
    Change vs previous 13F +37,788 shares

    7.23% of the 13F portfolio, value $34,593,644.

    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 562,067 shares
    Change vs previous 13F +162,285 shares

    6.2% of the 13F portfolio, value $29,845,781.

    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 399,782 shares
    Change vs previous 13F +237,452 shares

    4.31% of the 13F portfolio, value $20,568,805.

    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 162,330 shares
    Change vs previous 13F +32,950 shares

    2.11% of the 13F portfolio, value $7,519,120.

    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 129,380 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $5,511,591.

    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).