Everest Financial Group LLC quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Everest Financial Group LLC opened 0 positions, added to 0, reduced 1, sold out of 0 and left 0 unchanged. The largest increase in value was FPE (-$51,417); the largest decrease was FPE (-$51,417).
- FPE: Country of operation —; Class PFD SECS INC ETF; Shares 2026-03-31 17,100; Shares 2026-06-30 14,100.
Two Form 13F-HR filings compared (SEC CIK 2056391): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-10). 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; share change is the position change.
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