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Disclosery

Everest Private Wealth: DFAX position timeline

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

Everest Private Wealth held 8,585 DFAX 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 8,585 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $316,271.

    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 8,585 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $291,632.

    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 8,585 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $280,987.

    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 8,585 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $269,397.

    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 8,585 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $252,141.

    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 8,585 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $224,927.

    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 8,585 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $213,423.

    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).