13F Filings History of Everstar Asset Management, LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$179,529,252
Signature - Title
Lee Larson - CEO/CCO
Location
Mooresville, NC
Summary
This page shows a list of all the recent 13F filings made by Everstar Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Everstar Asset Management, LLC reported 188 stock holdings with total value $179,529,252 as of Q4 2025. Top holdings included BIL, SHY, IEI, VTI, and PFM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 188 $179,529,252 +$30,293,423 -$21,955,580 +$8,337,843 BIL, SHY, IEI, VTI, PFM 13F-HR 05 Feb 2026, 12:57
Q3 2025 190 $176,348,023 +$25,107,135 -$20,043,241 +$5,063,894 BIL, SHY, IEI, VTI, XLK 13F-HR 10 Nov 2025, 11:57
Q2 2025 192 $163,885,141 +$18,720,222 -$10,622,317 +$8,097,905 BIL, SHY, IEI, VTI, XLK 13F-HR 13 Aug 2025, 12:05
Q1 2025 183 $150,923,858 +$20,999,348 -$11,524,415 +$9,474,933 BIL, SHY, IEI, VTI, XLF Restatement 08 Aug 2025, 11:14
Q4 2024 182 $141,347,609 +$19,343,314 -$16,127,261 +$3,216,053 BIL, SHY, IEI, VTI, XLF 13F-HR 12 Feb 2025, 13:52
Q3 2024 194 $145,847,290 $0 $0 $0 BIL, SHY, IEI, XLF, XLV 13F-HR 12 Nov 2024, 12:19