Everest Financial Group LLC
All 13F Filings
- Location
- Minneapolis, MN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 836,413
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/5/2026 | 220 | 836,413 | 13F-HR | Everest Financial Group LLC |
| Q2 2026 | 8/10/2026 | 208 | 738,433 | 13F-HR | Everest Financial Group LLC |
| Q1 2026 | 5/15/2026 | 199 | 607,323 | 13F-HR | Everest Financial Group LLC |
| Q4 2025 | 5/14/2026 | 89 | 446,956 | 13F-HR | Everest Financial Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 546.6 K | 65.3% | 52.09 K | 0 | 52.09 K |
| ETFs | 261.8 K | 31.3% | 23.65 K | 0 | 23.65 K |
| Debt | 28.03 K | 3.4% | 22.25 K | 0 | 22.25 K |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
836,413
Holdings
220
QoQ value change ($000)
97,980
(13.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.