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Disclosery

Everest Private Wealth: PULS position timeline

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

Everest Private Wealth held 17,349 PULS 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 17,349 shares
    Change vs previous 13F -5,349 shares

    0.32% of the 13F portfolio, value $859,662.

    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 22,698 shares
    Change vs previous 13F +888 shares

    0.57% of the 13F portfolio, value $1,123,566.

    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 21,810 shares
    Change vs previous 13F -2,893 shares

    0.6% of the 13F portfolio, value $1,081,571.

    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 24,703 shares
    Change vs previous 13F -1,641 shares

    0.78% of the 13F portfolio, value $1,230,934.

    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 26,344 shares
    Change vs previous 13F -3,966 shares

    0.94% of the 13F portfolio, value $1,310,899.

    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 30,310 shares
    Change vs previous 13F +9,413 shares

    1.37% of the 13F portfolio, value $1,507,319.

    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 20,897 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,035,456.

    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).