Wealthstream Advisors, Inc.
- SEC CIK
- 0001833780
- Latest filing
- Nov 6, 2025
EVR holding history
Evercore Inc. in every 13F filed by Wealthstream Advisors, Inc., 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 Q3 2025 holdings
- Shares (Q3 2025)
- 806
- Value
- $271.9K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 806 | $271.9K | <0.1% | +10+1.3% | Added | Holders |
| Q2 2025 | 796 | $214.9K | <0.1% | +796 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −945−100.0% | Sold out | Holders |
| Q4 2024 | 945 | $261.9K | <0.1% | +1+0.1% | Added | Holders |
| Q3 2024 | 944 | $239.2K | <0.1% | +944 | New | Holders |