Whalen Wealth Management Inc.

Position in EVR — Evercore Inc.

CIK 1894447 LAS VEGAS, NV

Position in EVR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$507,721

+$33,986 QoQ

Shares Held

1,487

-6.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#416

of 703 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $3,377,862 across 5 Capital Markets names. EVR ranks #4 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	5,620	$1,174,804
2	GS	Goldman Sachs Group Inc	820	$829,323
3	HOOD	Robinhood Markets, Inc.	6,493	$651,118
4	EVR	Evercore Inc. This page	1,487	$507,721
5	SCHW	Schwab Charles Corp	2,329	$214,896

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$507,721	1,487	-6.3%	Shares	Sole	2026-08-13
2026-03-31	$473,735	1,587	+96.9%	Shares	Sole	2026-04-13
2025-12-31	$274,241	806	-79.8%	Shares	Sole	2026-01-20
2025-09-30	$1,346,918	3,993	+319.9%	Shares	Sole	2025-10-09
2025-06-30	$256,789	951	—	Shares	Sole	2025-08-04
No filing history on record for this holder in this stock.