Fourth Dimension Wealth, LLC

SEC CIK: 0002056691
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

EVR holding history

Evercore Inc. in every 13F filed by Fourth Dimension Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EVR overview All 13F holders of EVR Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2024

Holdings of EVR by Fourth Dimension Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−615−100.0%	Sold out	Holders
Q1 2025	615	$122.8K	0.1%	+358+139.3%	Added	Holders
Q4 2024	257	$71.2K	<0.1%	–	No prior filing	Holders