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Disclosery

Everest Private Wealth: MSFT position timeline

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

Everest Private Wealth held 13,487 MSFT 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 13,487 shares
    Change vs previous 13F +3,983 shares

    1.88% of the 13F portfolio, value $5,030,851.

    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 9,504 shares
    Change vs previous 13F +342 shares

    1.78% of the 13F portfolio, value $3,518,096.

    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 9,162 shares
    Change vs previous 13F +688 shares

    2.47% of the 13F portfolio, value $4,430,926.

    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 8,474 shares
    Change vs previous 13F +142 shares

    2.8% of the 13F portfolio, value $4,389,108.

    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 8,332 shares
    Change vs previous 13F -757 shares

    2.98% of the 13F portfolio, value $4,144,420.

    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 9,089 shares
    Change vs previous 13F +1,640 shares

    3.11% of the 13F portfolio, value $3,411,920.

    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 7,449 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $3,139,754.

    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).