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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → EVR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC EVR Position History
Evercore Inc. • Financial Services
Quarters held
5
Latest value
$4.7M
Q3 2026
Peak value
$8.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.8M |
| Q4 2025 | $5.6M |
| Q1 2026 | $6.4M |
| Q2 2026 | $8.3M |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 19.4K | — | — |
| Q2 2026 | $8.3M | 26.8K | — | — |
| Q1 2026 | $6.4M | 22.1K | — | — |
| Q4 2025 | $5.6M | 15.0K | — | — |
| Q3 2025 | $4.8M | 14.9K | — | — |
Other funds holding EVR
$1.2B
$1.2B
$760.2M
$577.3M
$411.8M
$411.8M
$397.9M