Position in INVE
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$151,700
New position
Shares Held
41,000
first reported quarter
Ownership
0.169%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Evernest Financial Advisors, LLC holds $72,601 across 1 Building Products & Equipment name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIRJW |
AirJoule Technologies Corp.
|
13,105 | $72,601 |
All Filings in INVE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $151,700 | 41,000 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||