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Disclosery

Everest Private Wealth: DFUS position timeline

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

Everest Private Wealth held 686,579 DFUS 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 686,579 shares
    Change vs previous 13F +41,504 shares

    20.99% of the 13F portfolio, value $56,258,259.

    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 645,075 shares
    Change vs previous 13F -57,686 shares

    23.17% of the 13F portfolio, value $45,742,233.

    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 702,761 shares
    Change vs previous 13F -53,968 shares

    29.07% of the 13F portfolio, value $52,123,786.

    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 756,729 shares
    Change vs previous 13F +6,435 shares

    34.95% of the 13F portfolio, value $54,817,469.

    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 750,294 shares
    Change vs previous 13F +111,766 shares

    36.13% of the 13F portfolio, value $50,284,713.

    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 638,528 shares
    Change vs previous 13F -7,819 shares

    35.21% of the 13F portfolio, value $38,618,201.

    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 646,347 shares
    Change vs previous 13F not available

    36.29% of the 13F portfolio, value $41,204,627.

    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).