Evernest Financial Advisors, LLC
Holdings in CURI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $970,102 | 255,290 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,272,148 | 240,028 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $624,209 | 110,872 | Shares | Sole | 2025-07-28 |