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Disclosery

Everest Financial Group LLC: IWY position timeline

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

Everest Financial Group LLC held 27,633 IWY 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 27,633 shares
    Change vs previous 13F -13 shares

    1.09% of the 13F portfolio, value $8,030,790.

    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 27,646 shares
    Change vs previous 13F +1,193 shares

    1.13% of the 13F portfolio, value $6,879,562.

    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 26,453 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $7,325,937.

    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).