Evercore Partners shares owned by Planned Solutions
Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in Evercore Partners
Tip: Access up to 7 years of quarterly data
All positions including Evercore Partners held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Evercore Partners by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $270k | 800 | 337.32 |
| 2025-06-30 | $216k | 800 | 270.02 |
| 2024-12-31 | $222k | 800 | 277.19 |
| 2024-09-30 | $203k | 800 | 253.34 |
| 2024-03-31 | $205k | 1.1k | 192.59 |
| 2023-12-31 | $182k | 1.1k | 171.05 |