Belpointe Asset Management LLC

Position in EVR — Evercore Inc.

CIK 1721242 RENO, NV

Position in EVR

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$294,321

-$2,696 QoQ

Shares Held

862

-13.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#491

of 706 holders

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Belpointe Asset Management LLC holds $13,980,898 across 9 Capital Markets names. EVR ranks #6 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	4,871	$4,926,383
2	MS	Morgan Stanley	16,153	$3,376,623
3	HOOD	Robinhood Markets, Inc.	32,047	$3,213,673
4	SCHW	Schwab Charles Corp	14,749	$1,360,890
5	IREN	IREN Ltd	10,228	$467,726
6	EVR	Evercore Inc. This page	862	$294,321
7	BMNR	Bitmine Immersion Technologies, Inc.	15,055	$200,382
8	SBET	Sharplink, Inc.	29,181	$140,068

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,321	862	-13.4%	Shares	Sole	2026-07-31
2026-03-31	$297,017	995	-13.9%	Shares	Sole	2026-04-28
2025-12-31	$393,329	1,156	-4.9%	Shares	Sole	2026-01-27
2025-09-30	$409,843	1,215	+1.8%	Shares	Sole	2025-11-03
2025-06-30	$322,403	1,194	+11.7%	Shares	Sole	2025-07-22
2025-03-31	$213,500	1,069	+1.6%	Shares	Other	2025-05-20
2024-12-31	$291,603	1,052	-1.5%	Shares	Sole	2025-02-13
2024-09-30	$270,567	1,068	-45.7%	Shares	Sole	2024-11-13
2023-03-31	$226,952	1,967	+91.2%	Shares	Sole	2023-05-15
2022-12-31	$112,243	1,029	+28.6%	Shares	Sole	2023-02-08
2021-06-30	$112,616	800	—	Shares	Sole	2021-08-09
No filing history on record for this holder in this stock.