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Manager record

Everest Financial Group LLC

Minneapolis, MN · CIK 2056391 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$738.43MReported 13F valueQ2 2026 · as filed
208Holdings listed
+21.6%vs prior quartervalue change includes market moves
3Quarters on record
Aug 10Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $447.0M$447.0MQ4 202589 holdingsQ1 2026: $607.3M$607.3MQ1 2026199 holdingsQ2 2026: $738.4M$738.4MQ2 2026208 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 10 2026 13F-HR · period Q2 2026

$738.43M · 208 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$607.32M · 199 holdings listed · View original SEC filing ↗
May 14 2026 13F-HR · period Q4 2025

$446.96M · 89 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 10, 2026 · Change methodology