Everest Financial Group LLC: IVV position timeline

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

Everest Financial Group LLC held 3,993 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 3,993 shares
Change vs previous 13F -2 shares
0.4% of the 13F portfolio, value $2,990,164.
13F-HR 0002056391-26-000006 filed by Everest Financial Group LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,995 shares
Change vs previous 13F not available
0.43% of the 13F portfolio, value $2,609,256.
13F-HR 0002056391-26-000005 filed by Everest Financial Group LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).