Position in EVR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,202,210
+$106,380 QoQ
Shares Held
3,521
-4.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#319
of 702 holders
Holding Since
Dec 2020
23 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, 2026Legacy Wealth Asset Management, LLC holds $3,150,227 across 4 Capital Markets names. EVR ranks #1 (38.2% of the industry book) .
All Filings in EVR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,202,210 | 3,521 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,095,830 | 3,671 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,294,991 | 3,806 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,286,201 | 3,813 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,266,393 | 4,690 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $902,734 | 4,520 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,300,298 | 4,691 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,296,340 | 5,117 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,074,039 | 5,153 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $993,956 | 5,161 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $885,354 | 5,176 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $795,291 | 5,768 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $722,136 | 5,843 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $686,164 | 5,947 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $725,491 | 6,651 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $549,923 | 6,686 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $632,054 | 6,752 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $727,364 | 6,534 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $854,224 | 6,288 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $799,747 | 5,983 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $725,387 | 5,153 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $756,451 | 5,742 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $627,031 | 5,719 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||