True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
EVR holding history
Evercore Inc. in every 13F filed by True Wealth Design, 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)
- 524
- Value
- $178.9K
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 524 | $178.9K | <0.1% | +157+42.8% | Added | Holders |
| Q1 2026 | 367 | $109.6K | <0.1% | +117+46.8% | Added | Holders |
| Q4 2025 | 250 | $85.1K | <0.1% | −3−1.2% | Reduced | Holders |
| Q3 2025 | 253 | $85.3K | <0.1% | +161+175.0% | Added | Holders |
| Q2 2025 | 92 | $24.8K | <0.1% | +72+360.0% | Added | Holders |
| Q1 2025 | 20 | $4.00K | <0.1% | −133−86.9% | Reduced | Holders |
| Q4 2024 | 153 | $42.4K | <0.1% | +22+16.8% | Added | Holders |
| Q3 2024 | 131 | $33.2K | <0.1% | +131 | New | Holders |