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, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $34,179 across 5 Insurance - Reinsurance names. EG ranks #2 (28.2% of the industry book) .
All Filings in EG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,643 | 27 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||