Position in EVR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$283,395
+$35,931 QoQ
Shares Held
830
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#501
of 703 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Optas, LLC holds $4,706,420 across 5 Capital Markets names. EVR ranks #5 (6.0% of the industry book) .
All Filings in EVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,395 | 830 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $247,464 | 829 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $218,440 | 642 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $386,568 | 1,146 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $311,603 | 1,154 | Shares | Other | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||