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Disclosery

Everest Private Wealth: V position timeline

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

Everest Private Wealth held 7,223 V 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 7,223 shares
    Change vs previous 13F +2,300 shares

    0.92% of the 13F portfolio, value $2,478,139.

    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 4,923 shares
    Change vs previous 13F +37 shares

    0.75% of the 13F portfolio, value $1,487,928.

    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 4,886 shares
    Change vs previous 13F -126 shares

    0.96% of the 13F portfolio, value $1,713,569.

    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 5,012 shares
    Change vs previous 13F -2 shares

    1.09% of the 13F portfolio, value $1,710,997.

    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 5,014 shares
    Change vs previous 13F +42 shares

    1.28% of the 13F portfolio, value $1,780,221.

    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 4,972 shares
    Change vs previous 13F +210 shares

    1.59% of the 13F portfolio, value $1,742,487.

    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 4,762 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $1,504,982.

    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).