Skip to content
Disclosery

Everest Private Wealth: AAEQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Everest Private Wealth on AAEQ, newest first. How the timeline and the estimate are built.

Everest Private Wealth held 375,942 AAEQ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 375,942 shares
    Change vs previous 13F -4,547 shares

    7.46% of the 13F portfolio, value $19,995,183.

    13F-HR 0001951757-26-001148 filed by Everest Private Wealth
    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 380,489 shares
    Change vs previous 13F -1,447 shares

    8.97% of the 13F portfolio, value $17,699,353.

    13F-HR 0001951757-26-000786 filed by Everest Private Wealth
    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 381,936 shares
    Change vs previous 13F not available

    10.51% of the 13F portfolio, value $18,840,056.

    13F-HR 0001951757-26-000332 filed by Everest Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).