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Disclosery

Everest Private Wealth: DFAC position timeline

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

Everest Private Wealth held 108,049 DFAC 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 108,049 shares
    Change vs previous 13F 0 shares

    1.79% of the 13F portfolio, value $4,793,054.

    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 108,049 shares
    Change vs previous 13F 0 shares

    2.13% of the 13F portfolio, value $4,198,784.

    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 108,049 shares
    Change vs previous 13F -6,000 shares

    2.39% of the 13F portfolio, value $4,277,660.

    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 114,049 shares
    Change vs previous 13F 0 shares

    2.8% of the 13F portfolio, value $4,398,870.

    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 114,049 shares
    Change vs previous 13F 0 shares

    2.94% of the 13F portfolio, value $4,087,516.

    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 114,049 shares
    Change vs previous 13F 0 shares

    3.43% of the 13F portfolio, value $3,762,477.

    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 114,049 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $3,944,955.

    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).