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Evernest Financial Advisors, LLC

SEC CIK
0002009530
Latest filing
Aug 5, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by Evernest Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GS overviewAll 13F holders of GSFull Q2 2026 holdings

Shares (Q2 2026)
3,745
Value
$3.79M
% of portfolio
0.8%
Quarters held
12
Since Q4 2021
Holdings of GS by Evernest Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,745$3.79M0.8%+15+0.4%AddedHolders
Q1 20263,730$3.50M0.7%+28+0.8%AddedHolders
Q4 20253,702$3.49M0.7%+523+16.5%AddedHolders
Q3 20253,179$2.53M0.7%+10+0.3%AddedHolders
Q2 20253,169$2.24M0.7%+358+12.7%AddedHolders
Q1 20252,811$1.54M0.6%+706+33.5%AddedHolders
Q4 20242,105$1.21M0.3%−53−2.5%ReducedHolders
Q3 20242,158$1.07M0.3%−65−2.9%ReducedHolders
Q2 20242,223$1.01M0.5%+426+23.7%AddedHolders
Q1 20241,797$726.1K0.3%−202−10.1%ReducedHolders
Q4 20231,999$771.2K0.4%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 20211,592$611.8K0.3%–No prior filingHolders