Windsor Advisory Group, LLC
- SEC CIK
- 0001739953
- Latest filing
- Aug 14, 2026
EVCM holding history
EverCommerce Inc. in every 13F filed by Windsor Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
EVCM overviewAll 13F holders of EVCMFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −21,641−100.0% | Sold out | Holders |
| Q3 2025 | 21,641 | $240.9K | 0.2% | −21,700−50.1% | Reduced | Holders |
| Q2 2025 | 43,341 | $455.1K | 0.6% | −25,000−36.6% | Reduced | Holders |
| Q1 2025 | 68,341 | $688.9K | 0.9% | 00.0% | Unchanged | Holders |
| Q4 2024 | 68,341 | $752.4K | 0.9% | 00.0% | Unchanged | Holders |
| Q3 2024 | 68,341 | $708.0K | 0.8% | +68,341 | New | Holders |