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Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

EVR holding history

Evercore Inc. in every 13F filed by Mutual 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)
642
Value
$219.2K
% of portfolio
<0.1%
Quarters held
5
Since Q4 2024
Holdings of EVR by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026642$219.2K<0.1%+642NewHolders
Q1 20260$00.0%−634−100.0%Sold outHolders
Q4 2025634$215.7K<0.1%−61−8.8%ReducedHolders
Q3 2025695$220.8K<0.1%+695NewHolders
Q2 20250$00.0%−1,605−100.0%Sold outHolders
Q1 20251,605$317.1K<0.1%−82−4.9%ReducedHolders
Q4 20241,687$471.2K<0.1%+1,687NewHolders