Everest Private WealthETFConcentrated trader

CIK: 0002056683 | CUPERTINO, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	85	$268.0M	2026-08-07	SEC ↗
Q1 2026	13F-HR	72	$197.4M	2026-05-07	SEC ↗
Q4 2025	13F-HR	63	$179.3M	2026-02-02	SEC ↗
Q3 2025	13F-HR	67	$156.9M	2025-11-06	SEC ↗
Q2 2025	13F-HR	65	$139.2M	2025-08-05	SEC ↗
Q1 2025	13F-HR	51	$109.7M	2025-04-14	SEC ↗
Q4 2024	13F-HR	50	$113.5M	2025-02-13	SEC ↗