Position in EVR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$682
+$85 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#685
of 703 holders
Holding Since
Dec 2025
3 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, 2026Atlantic Private Wealth, LLC holds $56,964 across 8 Capital Markets names. EVR ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
50 | $50,568 | |
| 2 | HUT |
Hut 8 Corp.
|
10 | $1,154 | |
| 3 | MS |
Morgan Stanley
|
5 | $1,045 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
12 | $1,044 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
10 | $1,002 | |
| 6 | SCHW |
Schwab Charles Corp
|
10 | $922 | |
| 7 | EVR |
Evercore Inc.
This page
|
2 | $682 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
20 | $547 |
All Filings in EVR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682 | 2 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $597 | 2 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $680 | 2 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||