Everest Financial Group LLC historic quarter change: Foreign ADRs, Sold out
In depositary receipts for foreign shares (depositary receipts and foreign shares traded over the counter), over 2 quarters from 2025-12-31 to 2026-06-30, Everest Financial Group LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2056391), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Montecito Bank & Trust | United States | $0.607B | 444 |
| Altiora Financial Group, LLC | United States | $0.607B | 112 |
| SMI Advisory Services, LLC | United States | $0.607B | 89 |
| MYDA Advisors LLC | United States | $0.608B | 151 |
| K.J. Harrison & Partners Inc | Canada | $0.608B | 225 |
| NFSG Corp | United States | $0.608B | 1,182 |
| Austin Asset Management Co Inc | United States | $0.608B | 85 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | United States | $0.608B | 74 |
| Fourth Sail Capital LP | Cayman Islands | $0.608B | 25 |
| Pier Capital, LLC | United States | $0.606B | 122 |