• 13F History

Everstar Asset Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$141M
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 182 stock holdings with total value $141M as of Q4 2024. Top holdings included BIL, SHY, IEI, VTI, and XLF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 182 $141M +$19.3M -$16.1M +$3.22M BIL, SHY, IEI, VTI, XLF 13F-HR 2/12/2025, 01:52 PM
Q3 2024 194 $146M $0 $0 BIL, SHY, IEI, XLF, XLV 13F-HR 11/12/2024, 12:19 PM