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Disclosery

Everest Private Wealth: SPMC position timeline

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

Everest Private Wealth held 100,437 SPMC 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 100,437 shares
    Change vs previous 13F +3,618 shares

    0.37% of the 13F portfolio, value $994,326.

    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 96,819 shares
    Change vs previous 13F +17,021 shares

    0.44% of the 13F portfolio, value $866,530.

    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 79,798 shares
    Change vs previous 13F +4,243 shares

    0.61% of the 13F portfolio, value $1,097,222.

    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 75,555 shares
    Change vs previous 13F +2,697 shares

    0.84% of the 13F portfolio, value $1,310,879.

    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 72,858 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,302,701.

    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).