Skip to content
Disclosery

Everest Private Wealth: RSP position timeline

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

Everest Private Wealth held 10,870 RSP 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 10,870 shares
    Change vs previous 13F +4 shares

    0.86% of the 13F portfolio, value $2,312,756.

    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 10,866 shares
    Change vs previous 13F +4 shares

    1.06% of the 13F portfolio, value $2,085,424.

    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 10,862 shares
    Change vs previous 13F -1,226 shares

    1.16% of the 13F portfolio, value $2,080,733.

    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 12,088 shares
    Change vs previous 13F +4 shares

    1.46% of the 13F portfolio, value $2,293,153.

    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 12,084 shares
    Change vs previous 13F +4 shares

    1.58% of the 13F portfolio, value $2,196,183.

    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 12,080 shares
    Change vs previous 13F +4 shares

    1.91% of the 13F portfolio, value $2,092,698.

    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 12,076 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $2,116,074.

    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).