Quick Takeaways
- Everstar Asset Management, LLC reported 13f holdings report, stock holdings for Q3 2024.
- Reported holdings value: $145,847,290.
- 194 holdings are listed in this filing snapshot.
Everstar Asset Management, LLC
Q3 2024 13F Holdings Report, Stock Holdings
- Signature - Title
- Lee Larson - CEO/CCO
- Location
- Mooresville, NC
- Holdings as of
- 30 Sep 2024
- Value $
- $145,847,290
- Num holdings
- 194
- Filing time
- 12 Nov 2024, 12:19:40 UTC
- Form type
- 13F-HR
- Description
- All US holdings of this investor are reported in this report. Top holdings included BIL, SHY, IEI, XLF, and XLV.
- Next filing
- Q4 2024 - 12 Feb 2025
- SEC
- View on sec.gov
Everstar Asset Management, LLC Q3 2024 Portfolio
Quoteable Key Fact
"Everstar Asset Management, LLC reported $145,847,290 across 194 holdings in Q3 2024."
What Changed
- No earlier comparable filing is available in this series.
- This page will show quarter-over-quarter deltas once prior reports are present.
Why This Matters
- This filing-level page explains what the portfolio report tells you before the holdings table.
- You can cite quarter, value, and filing timestamp directly from SEC-linked data.
Official SEC Source
Backed by Form 13F
Portfolio-level numbers on this page come from the original SEC Form 13F filing.
See Original Filing| Sym | Weight | Trade Impact | Company | Class | Share Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
|---|
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
| Name | Title | City, State | Date |
|---|---|---|---|
| Lee Larson | CEO/CCO | Mooresville, North Carolina | 12 Nov 2024 |