Evernest Financial Advisors, LLC: VZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evernest Financial Advisors, LLC on VZ, newest first. How the timeline and the estimate are built.
Evernest Financial Advisors, LLC held 9,715 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 9,715 sharesChange vs previous 13F +1,631 shares
0.09% of the 13F portfolio, value $411,315.
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 8,084 sharesChange vs previous 13F +2,199 shares
0.08% of the 13F portfolio, value $380,736.
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 5,885 sharesChange vs previous 13F -2,544 shares
0.06% of the 13F portfolio, value $276,692.
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 8,429 sharesChange vs previous 13F -192 shares
0.1% of the 13F portfolio, value $370,435.
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 8,621 sharesChange vs previous 13F +519 shares
0.12% of the 13F portfolio, value $373,011.
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 8,102 sharesChange vs previous 13F +667 shares
0.13% of the 13F portfolio, value $367,485.
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 7,435 sharesChange vs previous 13F +190 shares
0.08% of the 13F portfolio, value $297,332.
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 7,245 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $325,360.
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).