QTR Family Wealth, LLC

Position in EVR — Evercore Inc.

CIK 2067954 LAKE MARY, FL

Position in EVR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$286,126

+$32,692 QoQ

Shares Held

838

-1.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#498

of 703 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

QTR Family Wealth, LLC holds $1,376,870 across 4 Capital Markets names. EVR ranks #2 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	2,901	$606,425
2	EVR	Evercore Inc. This page	838	$286,126
3	JEF	Jefferies Financial Group Inc.	4,854	$242,602
4	GS	Goldman Sachs Group Inc	239	$241,717

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$286,126	838	-1.3%	Shares	Sole	2026-07-27
2026-03-31	$253,434	849	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.