Evernest Financial Advisors, LLC
Holdings in EWCZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $169,066 | 46,963 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $187,382 | 46,963 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $264,401 | 46,963 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $185,503 | 46,963 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $313,243 | 46,963 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $319,348 | 46,963 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $466,342 | 46,963 | Shares | Sole | 2024-08-07 |
| 2024-03-31 | $609,579 | 46,963 | Shares | Sole | 2024-05-10 |
| 2023-12-31 | $638,227 | 46,963 | Shares | Sole | 2024-05-10 |
| 2021-12-31 | $1,425,327 | 46,963 | Shares | Sole | 2024-02-13 |