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Disclosery

Everest Private Wealth: VXUS position timeline

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

Everest Private Wealth held 65,060 VXUS 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 65,060 shares
    Change vs previous 13F +13,757 shares

    2.08% of the 13F portfolio, value $5,562,015.

    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 51,303 shares
    Change vs previous 13F +2,388 shares

    2% of the 13F portfolio, value $3,955,950.

    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 48,915 shares
    Change vs previous 13F +431 shares

    2.06% of the 13F portfolio, value $3,690,175.

    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 48,484 shares
    Change vs previous 13F +6,859 shares

    2.27% of the 13F portfolio, value $3,561,664.

    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 41,625 shares
    Change vs previous 13F +6,680 shares

    2.07% of the 13F portfolio, value $2,875,876.

    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 34,945 shares
    Change vs previous 13F -5,665 shares

    1.98% of the 13F portfolio, value $2,170,061.

    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 40,610 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $2,393,147.

    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).