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Evernest Financial Advisors, LLCETFConcentrated trader

CIK: 0002009530 | CARMEL, IN

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR191$478.1M2026-08-06SEC ↗
Q1 2026
13F-HR180$481.4M2026-05-04SEC ↗
Q4 2025
13F-HR185$477.1M2026-02-13SEC ↗
Q3 2025
13F-HR188$356.9M2025-11-12SEC ↗
Q2 2025
13F-HR171$309.0M2025-07-28SEC ↗
Q1 2025
13F-HR148$278.6M2025-05-12SEC ↗
Q4 2024
13F-HR163$385.5M2025-01-23SEC ↗
Q3 2024
13F-HR162$371.0M2024-10-21SEC ↗
Q2 2024
13F-HR128$223.2M2024-08-07SEC ↗
Q1 2024
13F-HR125$211.3M2024-05-10SEC ↗
Q4 2023
13F-HR122$197.1M2024-05-10SEC ↗
Q4 2021
13F-HR116$193.1M2024-02-13SEC ↗