Evercore Partners shares owned by True Wealth Design
Quarter-by-quarter ownership of Evercore Partners (EVR) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in Evercore Partners
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All positions including Evercore Partners held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Evercore Partners by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $85k | 253 | 337.32 |
| 2025-06-30 | $25k | 92 | 270.02 |
| 2025-03-31 | $4.0k | 20 | 199.75 |
| 2024-12-31 | $42k | 153 | 277.20 |
| 2024-09-30 | $33k | 131 | 253.34 |