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Disclosery

Everest Private Wealth: AAUA position timeline

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

Everest Private Wealth held 111,578 AAUA 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 111,578 shares
    Change vs previous 13F -47,025 shares

    2.37% of the 13F portfolio, value $6,351,347.

    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 158,603 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $7,762,155.

    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).