Evernest Financial Advisors, LLC EWCZ EUROPEAN WAX CTR INC

Ownership history in Evernest Financial Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

Evernest Financial Advisors, LLC reported EUROPEAN WAX CTR INC (EWCZ) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.35% in 2023 Q4. The latest visible filing shows EWCZ at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EWCZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Evernest Financial Advisors, LLC's position in EUROPEAN WAX CTR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EWCZ was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Evernest Financial Advisors, LLC held EWCZ — position size vs. price
% of Fund (quarterly)    EWCZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 46,963 0% 0.04% $188K 2026-02-13 $5.71
2025 Q3 UNCHANGED 46,963 0% 0.05% $187K 2025-11-12 $4.16
2025 Q2 UNCHANGED 46,963 0% 0.09% $264K 2025-07-28 $4.83
2025 Q1 UNCHANGED 46,963 0% 0.07% $186K 2025-05-12 $3.89
2024 Q4 UNCHANGED 46,963 0% 0.08% $313K 2025-01-23 $6.71
2024 Q3 UNCHANGED 46,963 0% 0.09% $319K 2024-10-21 $7.13
2024 Q2 UNCHANGED 46,963 0% 0.21% $466K 2024-08-07 $7.44
2024 Q1 UNCHANGED 46,963 0% 0.26% $544K 2024-05-10 $11.07
2023 Q4 INITIATED 46,963 0.35% $671K 2024-02-13 $14.77

FAQ About Evernest Financial Advisors, LLC and EWCZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Evernest Financial Advisors, LLC reported owning EWCZ?

Evernest Financial Advisors, LLC reported EWCZ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EWCZ position in Evernest Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for EWCZ was 0.35% in 2023 Q4.

What is the latest reported EWCZ position on this page?

The most recent filing on this page is 2025 Q4, when Evernest Financial Advisors, LLC reported 46,963 shares, equal to 0.04% of portfolio, with an estimated market value of $188K.

What does the chart on this EWCZ ownership page compare?

The chart compares Evernest Financial Advisors, LLC's quarterly EWCZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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