Position in WK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$249,372
-$111,325 QoQ
Shares Held
4,182
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Everest Financial Group LLC holds $21,755,286 across 5 Software - Application names.
All Filings in WK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,372 | 4,182 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $360,697 | 4,182 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||