Joel Isaacson & Co., LLC
- SEC CIK
- 0001599330
- Latest filing
- Aug 4, 2026
EVR holding history
Evercore Inc. in every 13F filed by Joel Isaacson & Co., LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
EVR overviewAll 13F holders of EVRFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,026
- Value
- $350.4K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,026 | $350.4K | <0.1% | +3+0.3% | Added | Holders |
| Q1 2026 | 1,023 | $305.4K | <0.1% | +2+0.2% | Added | Holders |
| Q4 2025 | 1,021 | $347.3K | <0.1% | +261+34.3% | Added | Holders |
| Q3 2025 | 760 | $256.4K | <0.1% | +2+0.3% | Added | Holders |
| Q2 2025 | 758 | $204.7K | <0.1% | +758 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −752−100.0% | Sold out | Holders |
| Q4 2024 | 752 | $208.6K | <0.1% | +752 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −3,000−100.0% | Sold out | Holders |
| Q4 2021 | 3,000 | $408.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 3,000 | $401.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 3,000 | $422.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2021 | 3,000 | $395.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.