Position in EVR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,663,154
+$274,187 QoQ
Shares Held
4,871
+4.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#292
of 703 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Great Diamond Partners, LLC holds $4,931,799 across 3 Capital Markets names. EVR ranks #2 (33.7% of the industry book) .
All Filings in EVR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,663,154 | 4,871 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,388,967 | 4,653 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,322,551 | 3,887 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,239,651 | 3,675 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $980,442 | 3,631 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,902,333 | 9,525 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,617,782 | 9,444 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,396,089 | 9,458 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $679,481 | 3,260 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $626,687 | 3,254 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||