Position in EVCM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$171,170
-$30,055 QoQ
Shares Held
17,015
-3.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#30
of 82 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVCM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026RIA Advisory Group LLC holds $867,206 across 2 Software - Application names. EVCM ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,108 | $696,036 | |
| 2 | EVCM |
EverCommerce Inc.
This page
|
17,015 | $171,170 |
All Filings in EVCM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,170 | 17,015 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $201,225 | 17,605 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $253,462 | 20,930 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $245,193 | 22,030 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $228,690 | 21,780 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $234,289 | 23,243 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $255,905 | 23,243 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $241,056 | 23,268 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $242,009 | 25,691 | Shares | Sole | 2024-05-03 | |
| 2023-09-30 | $629,342 | 62,746 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $785,939 | 66,380 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $723,629 | 68,396 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $511,656 | 68,771 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||