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Disclosery

Everest Financial Group LLC: IAU position timeline

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

Everest Financial Group LLC held 70,469 IAU 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 70,469 shares
    Change vs previous 13F -257 shares

    0.72% of the 13F portfolio, value $5,321,114.

    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 70,726 shares
    Change vs previous 13F +124 shares

    1.03% of the 13F portfolio, value $6,235,204.

    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 70,602 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $5,730,764.

    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).