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Disclosery

Everest Financial Group LLC: CRM position timeline

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

Everest Financial Group LLC held 25,120 CRM 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 25,120 shares
    Change vs previous 13F -9,412 shares

    0.53% of the 13F portfolio, value $3,935,354.

    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 34,532 shares
    Change vs previous 13F +1,282 shares

    1.06% of the 13F portfolio, value $6,442,437.

    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 33,250 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $8,808,207.

    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).