Position in EVR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,093,973
+$263,519 QoQ
Shares Held
3,204
+15.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#327
of 703 holders
Holding Since
Sep 2023
9 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, 2026Impact Partnership Wealth, LLC holds $1,363,361 across 2 Capital Markets names. EVR ranks #1 (80.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
This page
|
3,204 | $1,093,973 | |
| 2 | FIGR |
Figure Technology Solutions, Inc.
|
8,772 | $269,388 |
All Filings in EVR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,093,973 | 3,204 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $830,454 | 2,782 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $822,044 | 2,416 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $200,962 | 725 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $236,366 | 933 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $225,938 | 1,084 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $116,324 | 604 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $107,077 | 626 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $128,628 | 933 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||