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Disclosery

Everest Financial Group LLC: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Everest Financial Group LLC on AXP, newest first. How the timeline and the estimate are built.

Everest Financial Group LLC held 1,886 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,886 shares
    Change vs previous 13F -64 shares

    0.09% of the 13F portfolio, value $637,831.

    13F-HR 0002056391-26-000006 filed by Everest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,950 shares
    Change vs previous 13F +101 shares

    0.1% of the 13F portfolio, value $589,677.

    13F-HR 0002056391-26-000005 filed by Everest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,849 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $683,940.

    13F-HR 0002056391-26-000004 filed by Everest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).