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Disclosery

Everest Private Wealth: GBIL position timeline

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

Everest Private Wealth held 262,807 GBIL 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 262,807 shares
    Change vs previous 13F +247,988 shares

    9.82% of the 13F portfolio, value $26,322,749.

    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 14,819 shares
    Change vs previous 13F -4,423 shares

    0.75% of the 13F portfolio, value $1,484,716.

    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 19,242 shares
    Change vs previous 13F -17,435 shares

    1.07% of the 13F portfolio, value $1,923,045.

    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 36,677 shares
    Change vs previous 13F +15,161 shares

    2.34% of the 13F portfolio, value $3,676,100.

    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 21,516 shares
    Change vs previous 13F -11,706 shares

    1.55% of the 13F portfolio, value $2,154,810.

    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 33,222 shares
    Change vs previous 13F +18,305 shares

    3.03% of the 13F portfolio, value $3,328,183.

    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 14,917 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,490,513.

    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).