Insight Wealth Partners »

Evercore Partners shares owned by Insight Wealth Partners

Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Insight Wealth Partners from 13F filings

Historical chart of Insight Wealth Partners investment in Evercore Partners

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Evercore Partners by Insight Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $423k 1.3k 337.32
2025-06-30 $330k 1.2k 270.02
2024-12-31 $339k 1.2k 277.19
2024-09-30 $310k 1.2k 253.34
2024-06-30 $243k 1.2k 208.43