Evernest Financial Advisors, LLC

SEC CIK: 0002009530
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

SWAG holding history

Stran & Company, 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.

SWAG overview All 13F holders of SWAG Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2025

Holdings of SWAG by Evernest Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−31,000−100.0%	Sold out	Holders
Q1 2026	31,000	$48.7K	<0.1%	−25,000−44.6%	Reduced	Holders
Q4 2025	56,000	$98.6K	<0.1%	+56,000	New	Holders