ELEVATION POINT WEALTH PARTNERS, LLC

Position in EG — Everest Group, Ltd.

CIK 1744349 DENVER, CO

Position in EG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,189,349

+$240,509 QoQ

Shares Held

8,928

-1.0% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#223

of 683 holders

Holding Since

Jun 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $3,189,349 across 1 Insurance - Reinsurance name. EG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	EG	Everest Group, Ltd. This page	8,928	$3,189,349

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,189,349	8,928	-1.0%	Shares	Sole	2026-08-12
2026-03-31	$2,948,840	9,022	+898.0%	Shares	Sole	2026-04-27
2025-12-31	$306,772	904	-24.2%	Shares	Sole	2026-02-12
2025-09-30	$417,474	1,192	-90.1%	Shares	Sole	2025-11-14
2025-06-30	$4,096,551	12,054	-0.9%	Shares	Sole	2026-02-03
2025-03-31	$4,418,819	12,162	-1.8%	Shares	Sole	2026-02-03
2024-12-31	$4,490,154	12,388	+4.9%	Shares	Sole	2026-02-03
2024-09-30	$4,626,728	11,808	-13.2%	Shares	Sole	2026-02-03
2024-06-30	$5,182,634	13,602	-13.1%	Shares	Sole	2026-02-03
2024-03-31	$6,222,465	15,654	-2.8%	Shares	Sole	2026-02-03
2023-12-31	$5,696,173	16,110	+2536.7%	Shares	Sole	2024-02-13
2022-12-31	$202,405	611	-36.9%	Shares	Sole	2023-02-14
2022-09-30	$254,304	969	+0.6%	Shares	Sole	2022-11-07
2022-06-30	$269,909	963	-4.3%	Shares	Sole	2022-08-02
2021-06-30	$253,522	1,006	-7.8%	Shares	Sole	2021-08-04
2021-03-31	$270,360	1,091	-1.3%	Shares	Sole	2021-05-04
2020-09-30	$218,281	1,105	+6.7%	Shares	Sole	2020-11-16
2020-06-30	$213,623	1,036	—	Shares	Sole	2020-07-09
No filing history on record for this holder in this stock.