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Creative Planning EVR Position History
Evercore Inc. • Financial Services
Quarters held
7
Latest value
$4.8M
Q3 2026
Peak value
$10.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.2M |
| Q3 2025 | $39K |
| Q4 2025 | $4.9M |
| Q1 2026 | $7.5M |
| Q2 2026 | $6K |
| Q2 2026 | $10.7M |
| Q3 2026 | $4.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.8M | 18.6K | — | — |
| Q2 2026 | $10.7M | 31.2K | — | — |
| Q2 2026 | $6K | 17 | — | — |
| Q1 2026 | $7.5M | 25.2K | — | — |
| Q4 2025 | $4.9M | 14.5K | — | — |
| Q3 2025 | $39K | 117 | — | — |
| Q3 2025 | $5.2M | 15.3K | — | — |
Other funds holding EVR
$1.2B
$1.2B
$760.2M
$577.3M
$411.8M
$411.8M
$397.9M