Skip to content
Disclosery

Everest Private Wealth: SPY position timeline

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

Everest Private Wealth held 0 SPY shares at 2026-03-31 per its 13F-HR filed 2026-05-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -544 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 544 shares
    Change vs previous 13F -27 shares

    0.21% of the 13F portfolio, value $371,291.

    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).

  3. period ended2025-09-30
    13F 571 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $380,498.

    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).

  4. period ended2025-06-30
    13F 570 shares
    Change vs previous 13F +2 shares

    0.25% of the 13F portfolio, value $352,061.

    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).

  5. period ended2025-03-31
    13F 568 shares
    Change vs previous 13F +1 shares

    0.29% of the 13F portfolio, value $317,900.

    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).

  6. period ended2024-12-31
    13F 567 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $332,149.

    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).