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Legend Financial Advisors, Inc.: EVR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legend Financial Advisors, Inc. on EVR, newest first. How the timeline and the estimate are built.

Legend Financial Advisors, Inc. held 3,210 EVR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,210 shares
    Change vs previous 13F -9 shares

    0.62% of the 13F portfolio, value $1,096,022.

    13F-HR 0001781948-26-000003 filed by Legend Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,219 shares
    Change vs previous 13F +2 shares

    0.62% of the 13F portfolio, value $960,904.

    13F-HR 0001781948-26-000002 filed by Legend Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,217 shares
    Change vs previous 13F -29 shares

    0.66% of the 13F portfolio, value $1,094,584.

    13F-HR 0001781948-26-000001 filed by Legend Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,246 shares
    Change vs previous 13F +40 shares

    0.67% of the 13F portfolio, value $1,094,941.

    13F-HR 0001781948-25-000006 filed by Legend Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,206 shares
    Change vs previous 13F +24 shares

    0.58% of the 13F portfolio, value $865,684.

    13F-HR 0001781948-25-000004 filed by Legend Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,182 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $635,509.

    13F-HR 0001781948-25-000003 filed by Legend Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).