Position in EVR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$22,876
+$2,876 QoQ
Shares Held
67
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#609
of 703 holders
Holding Since
Jun 2025
5 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, 2026Harbor Asset Planning, Inc. holds $160,480 across 4 Capital Markets names. EVR ranks #3 (14.3% of the industry book) .
All Filings in EVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,876 | 67 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $20,000 | 67 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $22,796 | 67 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $22,600 | 67 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $18,091 | 67 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||