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Disclosery

Everest Financial Group LLC: XMVM position timeline

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

Everest Financial Group LLC held 35,072 XMVM 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 35,072 shares
    Change vs previous 13F -182 shares

    0.34% of the 13F portfolio, value $2,487,276.

    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 35,254 shares
    Change vs previous 13F +1,936 shares

    0.38% of the 13F portfolio, value $2,295,741.

    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 33,318 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,137,661.

    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).