Forthright Family Wealth Advisory LLC EVA β€” ENVIVA INC

Ownership history in Forthright Family Wealth Advisory LLC  Β·  5 quarters on record

AI Ownership Summary

Forthright Family Wealth Advisory LLC reported ENVIVA INC (EVA) in 5 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows EVA at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EVA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Forthright Family Wealth Advisory LLC's position in ENVIVA 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
2026 Q1

EVA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 Forthright Family Wealth Advisory LLC held EVA β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 20,025 β€” 0% 0.01% $9K 2026-05-13 β€”
2024 Q3 UNCHANGED β€” β€” β€” 20,025 β€” 0% 0.00% $2 2024-12-09 β€”
2024 Q2 UNCHANGED β€” β€” β€” 20,025 β€” 0% 0.01% $9K 2024-08-12 β€”
2024 Q1 ADDED β€” β€” β€” 20,025 +2,071 +11.5% 0.01% $9K 2024-04-29 β€”
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EVA

As of 2026 Q1 β€” sorted by position size

HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About Forthright Family Wealth Advisory LLC and EVA

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

How long has Forthright Family Wealth Advisory LLC reported owning EVA?

Forthright Family Wealth Advisory LLC reported EVA across 4 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EVA position in Forthright Family Wealth Advisory LLC's portfolio?

The largest reported portfolio weight for EVA was 0.01% in 2024 Q1.

What is the latest reported EVA position on this page?

The most recent filing on this page is 2026 Q1, when Forthright Family Wealth Advisory LLC reported 20,025 shares, equal to 0.01% of portfolio, with an estimated market value of $9K.

What does the chart on this EVA ownership page compare?

The chart compares Forthright Family Wealth Advisory LLC's quarterly EVA 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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