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Disclosery

Everest Private Wealth: VOO position timeline

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

Everest Private Wealth held 10,376 VOO 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 10,376 shares
    Change vs previous 13F +2 shares

    2.66% of the 13F portfolio, value $7,126,658.

    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 10,374 shares
    Change vs previous 13F +286 shares

    3.14% of the 13F portfolio, value $6,198,785.

    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 10,088 shares
    Change vs previous 13F -527 shares

    3.53% of the 13F portfolio, value $6,326,221.

    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 10,615 shares
    Change vs previous 13F +91 shares

    4.14% of the 13F portfolio, value $6,500,479.

    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 10,524 shares
    Change vs previous 13F +125 shares

    4.3% of the 13F portfolio, value $5,978,027.

    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 10,399 shares
    Change vs previous 13F +238 shares

    4.87% of the 13F portfolio, value $5,344,222.

    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 10,161 shares
    Change vs previous 13F not available

    4.82% of the 13F portfolio, value $5,474,682.

    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).