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Disclosery

Everest Private Wealth: VTI position timeline

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

Everest Private Wealth held 12,771 VTI 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 12,771 shares
    Change vs previous 13F +1 shares

    1.76% of the 13F portfolio, value $4,725,829.

    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 12,770 shares
    Change vs previous 13F -2,363 shares

    2.08% of the 13F portfolio, value $4,096,705.

    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 15,133 shares
    Change vs previous 13F +6,268 shares

    2.83% of the 13F portfolio, value $5,073,731.

    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 8,865 shares
    Change vs previous 13F +395 shares

    1.85% of the 13F portfolio, value $2,909,302.

    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 8,470 shares
    Change vs previous 13F +322 shares

    1.85% of the 13F portfolio, value $2,574,165.

    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 8,148 shares
    Change vs previous 13F +27 shares

    2.04% of the 13F portfolio, value $2,239,286.

    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 8,121 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $2,353,426.

    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).