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Disclosery

Everest Private Wealth: IXUS position timeline

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

Everest Private Wealth held 51,676 IXUS 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 51,676 shares
    Change vs previous 13F 0 shares

    1.84% of the 13F portfolio, value $4,931,957.

    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 51,676 shares
    Change vs previous 13F 0 shares

    2.27% of the 13F portfolio, value $4,477,209.

    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 51,676 shares
    Change vs previous 13F 0 shares

    2.44% of the 13F portfolio, value $4,373,857.

    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 51,676 shares
    Change vs previous 13F 0 shares

    2.72% of the 13F portfolio, value $4,267,404.

    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 51,676 shares
    Change vs previous 13F 0 shares

    2.87% of the 13F portfolio, value $3,995,072.

    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 51,676 shares
    Change vs previous 13F 0 shares

    3.29% of the 13F portfolio, value $3,607,502.

    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 51,676 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $3,417,851.

    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).