Position in EVR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$273,152
+$34,344 QoQ
Shares Held
800
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#512
of 706 holders
Holding Since
Dec 2023
9 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, 2026Planned Solutions, Inc. holds $1,164,941 across 3 Capital Markets names. EVR ranks #3 (23.4% of the industry book) .
All Filings in EVR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,152 | 800 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $238,808 | 800 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $272,200 | 800 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $269,856 | 800 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $216,016 | 800 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $221,752 | 800 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $202,672 | 800 | Shares | Sole | 2024-10-09 | |
| 2024-03-31 | $205,108 | 1,065 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $182,168 | 1,065 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||