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Evercommerce shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Evercommerce (EVCM) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Evercommerce

Tip: Access up to 7 years of quarterly data

All positions including Evercommerce held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Evercommerce by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $95 10 9.50
2023-12-31 $177 16 11.06
2023-09-30 $101 10 10.10
2023-06-30 $72 6 12.00

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Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for JFS Wealth Advisors

Top funds holding Evercommerce

PSG Equity
Silver Lake Group
40 North Industries
Vanguard Group
Wintrust Financial Corporation
Charles Schwab Investment Management
Hamilton Capital Management
Bank of New York Mellon
Dimensional Fund Advisors
Mayflower Financial Advisors
Bck Capital Management
AQR Capital Management
Tudor Investment Corporation
DekaBank Deutsche Girozentrale
Raymond James Financial Services Advisors

View all funds holding Evercommerce