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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

Tip: Access up to 7 years of quarterly data

All positions including Evercore Partners held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Evercore Partners by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $253k 1.0k 253.34
2024-06-30 $213k 1.0k 212.77