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Disclosery

Everest Financial Group LLC: JEPI position timeline

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

Everest Financial Group LLC held 274,028 JEPI 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 274,028 shares
    Change vs previous 13F +5,531 shares

    2.1% of the 13F portfolio, value $15,477,093.

    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 268,497 shares
    Change vs previous 13F +43,725 shares

    2.51% of the 13F portfolio, value $15,218,407.

    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 224,772 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $12,865,931.

    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).