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Livermore
Livermore
ZHEN

NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

EVR holding history

Evercore Inc. in every 13F filed by NewEdge Wealth, 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)
1,137
Value
$388.2K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of EVR by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,137$388.2K<0.1%+147+14.8%AddedHolders
Q1 2026990$295.5K<0.1%−127−11.4%ReducedHolders
Q4 20251,117$380.1K<0.1%−148−11.7%ReducedHolders
Q3 20251,265$383.9K<0.1%+1+0.1%AddedHolders
Q2 20251,264$376.5K<0.1%−152−10.7%ReducedHolders
Q1 20251,416$282.8K<0.1%−418−22.8%ReducedHolders
Q4 20241,834$508.4K<0.1%−164−8.2%ReducedHolders
Q3 20241,998$506.2K<0.1%+74+3.8%AddedHolders
Q2 20241,924$401.0K<0.1%+72+3.9%AddedHolders
Q1 20241,852$345.5K<0.1%−217−10.5%ReducedHolders
Q4 20232,069$354.0K<0.1%−198−8.7%ReducedHolders
Q3 20232,267$312.6K<0.1%+176+8.4%AddedHolders
Q2 20232,091$258.5K<0.1%+77+3.8%AddedHolders
Q1 20232,014$232.4K<0.1%+102+5.3%AddedHolders
Q4 20221,912$208.6K<0.1%+1,912NewHolders
Q2 20220$00.0%−56,343−100.0%Sold outHolders
Q1 202256,343$6.27M0.3%+5,574+11.0%AddedHolders
Q4 202150,769$6.90M0.3%+1,297+2.6%AddedHolders
Q3 202149,472$6.61M0.4%+3,280+7.1%AddedHolders
Q2 202146,192$6.50M0.5%+5,595+13.8%AddedHolders
Q1 202140,597$5.35M0.5%––Holders

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