Evercore Inc.
US ˙ NYSE ˙ US29977A1051

SecurityEVR / Evercore Inc.
InstitutionWest Oak Capital, LLC
Latest Disclosed Ownership175 shares
Latest Disclosed Value $ 590
West Oak Capital, LLC ownership in EVR / Evercore Inc.

On October 3, 2025 - West Oak Capital, LLC filed a 13F-HR form disclosing ownership of 175 shares of Evercore Inc. (US:EVR) valued at $59,031 USD as of September 30, 2025. The entity filed a previous 13F-HR on July 15, 2025 disclosing 175 shares of Evercore Inc.. The current value of the position is $59,400 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2025-10-03 2025-09-30 13F Evercore COM 29977A105 175 0 0.00 1 0.0234
2025-07-15 2025-06-30 13F Evercore COM 29977A105 175 0 0.00 0 0.0185
2025-04-16 2025-03-31 13F Evercore COM 29977A105 175 0 0.00 0 0.0135
2025-01-14 2024-12-31 13F/A-1 Evercore COM 29977A105 175 0 0.00 0 0.0172
2025-01-10 2024-12-31 13F Evercore COM 29977A105 175 0 0 0.0171
2024-10-18 2024-09-30 13F Evercore COM 29977A105 175 0 0.00 0 -100.00 0.0082
2024-07-24 2024-06-30 13F Evercore COM 29977A105 175 0 0.00 36 0.0147
2024-04-18 2024-03-31 13F Evercore COM 29977A105 175 0 0.00 0 0.0145
2024-01-18 2023-12-31 13F Evercore COM 29977A105 175 0 0.00 0 0.0136
2023-10-05 2023-09-30 13F Evercore COM 29977A105 175 0 0.00 0 -100.00 0.0119
2023-07-19 2023-06-30 13F Evercore COM 29977A105 175 0 0.00 22 5.00 0.0105
2023-04-21 2023-03-31 13F Evercore COM 29977A105 175 0 0.00 20 0.0102
2023-01-05 2022-12-31 13F Evercore COM 29977A105 175 0 0.00 0 -100.00 0.0099
2022-11-14 2022-09-30 13F/A-1 Evercore COM 29977A105 175 0 0.00 14 -12.50 0.0076
2022-10-28 2022-09-30 13F Evercore COM 29977A105 175 0 14 0.0076
2022-07-11 2022-06-30 13F Evercore COM 29977A105 175 -125 -41.67 16 -51.52 0.0084
2022-04-20 2022-03-31 13F Evercore COM 29977A105 300 300 33 0.0149
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.