Portside Wealth Group, LLC
- SEC CIK
- 0001978608
- Latest filing
- Jul 14, 2026
EVR holding history
Evercore Inc. in every 13F filed by Portside Wealth Group, 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)
- 809
- Value
- $276.2K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 809 | $276.2K | <0.1% | −96−10.6% | Reduced | Holders |
| Q1 2026 | 905 | $270.2K | <0.1% | −42−4.4% | Reduced | Holders |
| Q4 2025 | 947 | $322.2K | <0.1% | −196−17.1% | Reduced | Holders |
| Q3 2025 | 1,143 | $385.6K | 0.1% | −57−4.8% | Reduced | Holders |
| Q2 2025 | 1,200 | $324.0K | <0.1% | +1,200 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −935−100.0% | Sold out | Holders |
| Q4 2024 | 935 | $259.2K | <0.1% | −37−3.8% | Reduced | Holders |
| Q3 2024 | 972 | $246.2K | <0.1% | +972 | New | Holders |