Evercore Partners shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Evercore Partners
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Quarterly reported holdings in Evercore Partners by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $337k | 1.0k | 337.32 |
| 2025-06-30 | $270k | 1.0k | 270.02 |
| 2024-12-31 | $277k | 1.0k | 277.19 |
| 2024-09-30 | $253k | 1.0k | 253.34 |
| 2024-06-30 | $213k | 1.0k | 212.77 |
More positions owned by Heritage Wealth Management
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