Evernest Financial Advisors, LLC
- SEC CIK
- 0002009530
- Latest filing
- Aug 5, 2026
RDVT holding history
Red Violet, 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.
RDVT overviewAll 13F holders of RDVTFull Q2 2026 holdings
- Shares (Q2 2026)
- 36,095
- Value
- $2.30M
- % of portfolio
- 0.5%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 36,095 | $2.30M | 0.5% | −5,775−13.8% | Reduced | Holders |
| Q1 2026 | 41,870 | $1.57M | 0.3% | +13,870+49.5% | Added | Holders |
| Q4 2025 | 28,000 | $1.16M | 0.2% | +15,225+119.2% | Added | Holders |
| Q3 2025 | 12,775 | $667.5K | 0.2% | +5,775+82.5% | Added | Holders |
| Q2 2025 | 7,000 | $344.4K | 0.1% | +7,000 | New | Holders |