Skip to main content

ACTION POINT FINANCIAL PLANNING, LLC

Position in EG — Everest Group, Ltd.

CIK 2116119 GRAND RAPIDS, MI

Position in EG

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$9,643
New position
Shares Held
27
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#605
of 683 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Insurance - Reinsurance

Financial Services · as of Jun 30, 2026

ACTION POINT FINANCIAL PLANNING, LLC holds $34,179 across 5 Insurance - Reinsurance names. EG ranks #2 (28.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 EG
Everest Group, Ltd.
This page
27 $9,643

All Filings in EG

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $9,643 27