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Disclosery

Everest Private Wealth: CRM position timeline

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

Everest Private Wealth held 3,350 CRM 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 3,350 shares
    Change vs previous 13F -279 shares

    0.2% of the 13F portfolio, value $524,811.

    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 3,629 shares
    Change vs previous 13F +255 shares

    0.34% of the 13F portfolio, value $677,425.

    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 3,374 shares
    Change vs previous 13F +4 shares

    0.5% of the 13F portfolio, value $893,806.

    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).

  4. period ended2025-09-30
    13F 3,370 shares
    Change vs previous 13F -37 shares

    0.51% of the 13F portfolio, value $798,690.

    13F-HR 0001951757-25-001285 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).

  5. period ended2025-06-30
    13F 3,407 shares
    Change vs previous 13F -490 shares

    0.67% of the 13F portfolio, value $929,055.

    13F-HR 0001951757-25-001023 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).

  6. period ended2025-03-31
    13F 3,897 shares
    Change vs previous 13F +1,667 shares

    0.95% of the 13F portfolio, value $1,045,799.

    13F-HR 0001951757-25-000351 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).

  7. period ended2024-12-31
    13F 2,230 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $745,556.

    13F-HR 0001951757-25-000260 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).