EVERCORE INC - A · CUSIP 29977A105 · CIK 1512779
As of Jun 30, 2026, ROCKY MOUNTAIN ADVISERS, LLC reported 11.53K EVR (shares), valued at $3.94M, or 1.00% of its reported non-derivative portfolio. Filed Jul 24, 2026.
Verify history & sources →Shares unchanged; reported value increased 14.38%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.00% | 11,525 | SEC filing ↗Filed Jul 24, 2026Combination report |
| Q1 2026 | 0.98% | 11,525 | SEC filing ↗Filed Apr 29, 2026Combination report |
| Q4 2025 | 1.13% | 11,525 | SEC filing ↗Filed Jan 21, 2026Combination report |
| Q3 2025 | 1.14% | 11,525 | SEC filing ↗Filed Oct 17, 2025Combination report |
| Q2 2025 | 0.95% | 11,525 | SEC filing ↗Filed Jul 22, 2025Combination report |
| Q1 2025 | 0.73% | 11,900 | SEC filing ↗Filed May 5, 2025Combination report |
| Q4 2024 | 0.98% | 11,900 | SEC filing ↗Filed Jan 29, 2025Combination report |
| Q3 2024 | 0.92% | 11,900 | SEC filing ↗Filed Nov 1, 2024Combination report |
| Q2 2024 | 0.83% | 11,900 | SEC filing ↗Filed Aug 6, 2024Combination report |
| Q1 2024 | 0.73% | 11,900 | SEC filing ↗Filed Apr 26, 2024Combination report |
| Q4 2023 | 0.71% | 11,900 | SEC filing ↗Filed Jan 24, 2024Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.71% | 11,900 | $2.04M | The prior quarter is outside the free window. Log in for the comparison. | SEC filing ↗ Filed Jan 24, 2024 |
| Q1 2024 | 0.73% | 11,900 | $2.29M | Shares unchanged; reported value increased 12.59%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 26, 2024 |
| Q2 2024 | 0.83% | 11,900 | $2.48M | Shares unchanged; reported value increased 8.22%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2024 |
| Q3 2024 | 0.92% | 11,900 | $3.01M | Shares unchanged; reported value increased 21.55%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q4 2024 | 0.98% | 11,900 | $3.30M | Shares unchanged; reported value increased 9.41%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 0.73% | 11,900 | $2.38M | Shares unchanged; reported value decreased 27.95%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 0.95% | 11,525 | $3.11M | Shares decreased 3.15%; reported value increased 30.94%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 1.14% | 11,525 | $3.89M | Shares unchanged; reported value increased 24.92%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2025 |
| Q4 2025 | 1.13% | 11,525 | $3.92M | Shares unchanged; reported value increased 0.87%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 0.98% | 11,525 | $3.44M | Shares unchanged; reported value decreased 12.27%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 1.00% | 11,525 | $3.94M | Shares unchanged; reported value increased 14.38%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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