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Disclosery

Everest Financial Group LLC: XMHQ position timeline

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

Everest Financial Group LLC held 131,701 XMHQ 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 131,701 shares
    Change vs previous 13F -24,468 shares

    2.01% of the 13F portfolio, value $14,866,526.

    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 156,169 shares
    Change vs previous 13F -5,574 shares

    2.66% of the 13F portfolio, value $16,143,267.

    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 161,743 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $16,565,672.

    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).