Skip to main content
Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

EVR holding history

Evercore Inc. in every 13F filed by CWM Advisors, 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)
13,789
Value
$4.71M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of EVR by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,789$4.71M0.2%+7,587+122.3%AddedHolders
Q1 20266,202$1.85M0.1%−2,107−25.4%ReducedHolders
Q4 20258,309$2.83M0.3%+1,016+13.9%AddedHolders
Q3 20257,293$2.46M0.2%+2,891+65.7%AddedHolders
Q2 20254,402$1.19M0.1%−778−15.0%ReducedHolders
Q1 20255,180$1.03M0.1%+923+21.7%AddedHolders
Q4 20244,257$1.18M0.1%−351−7.6%ReducedHolders
Q3 20244,608$1.17M0.1%+1,642+55.4%AddedHolders
Q2 20242,966$618.2K0.1%−1,198−28.8%ReducedHolders
Q1 20244,164$801.9K0.1%+1,923+85.8%AddedHolders
Q4 20232,241$383.3K<0.1%+16+0.7%AddedHolders
Q3 20232,225$306.8K<0.1%−300−11.9%ReducedHolders
Q2 20232,525$312.1K<0.1%+161+6.8%AddedHolders
Q1 20232,364$272.8K<0.1%+214+10.0%AddedHolders
Q4 20222,150$234.5K<0.1%−370−14.7%ReducedHolders
Q3 20222,520$207.0K<0.1%+256+11.3%AddedHolders
Q2 20222,264$212.0K<0.1%−5,769−71.8%ReducedHolders
Q1 20228,033$894.0K0.1%+844+11.7%AddedHolders
Q4 20217,189$977.0K0.1%−2,807−28.1%ReducedHolders
Q3 20219,996$1.34M0.2%−2,232−18.3%ReducedHolders
Q2 202112,228$1.72M0.2%+7,236+145.0%AddedHolders
Q1 20214,992$658.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.