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Evercommerce shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in Evercommerce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Evercommerce by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $166 15 11.13
2025-06-30 $157 15 10.53
2025-03-31 $120 12 10.08

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Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
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American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
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Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Evercommerce

PSG Equity
Silver Lake Group
40 North Industries
Blue Owl Capital Holdings
BlackRock
Arrowstreet Capital, Limited Partnership
Geode Capital Management
State Street Corporation
Vanguard Group
Wellington Management Company
Skandinaviska Enskilda Banken AB
Northern Trust
Morgan Stanley
Charles Schwab Investment Management
Woodline Partners

View all funds holding Evercommerce