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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

EVR holding history

Evercore Inc. in every 13F filed by Simplicity 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2024
Holdings of EVR by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−1,006−100.0%Sold outHolders
Q2 20241,006$209.7K<0.1%+1,006NewHolders