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Evercore Wealth Management, LLCCoreConcentrated long-term

CIK: 0001482689 | New York, NY

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR734$7.1B2026-08-14SEC ↗
Q1 2026
13F-HR722$6.4B2026-05-15SEC ↗
Q4 2025
13F-HR737$6.8B2026-02-17SEC ↗
Q3 2025
13F-HR733$6.8B2025-11-14SEC ↗
Q2 2025
13F-HR722$6.4B2025-08-14SEC ↗
Q1 2025
13F-HR728$6.2B2025-05-15SEC ↗
Q4 2024
13F-HR744$6.7B2025-02-14SEC ↗
Q3 2024
13F-HR737$6.7B2024-11-14SEC ↗
Q2 2024
13F-HR728$6.4B2024-08-14SEC ↗
Q1 2024
13F-HR740$6.4B2024-05-15SEC ↗
Q4 2023
13F-HR743$6.0B2024-02-14SEC ↗
Q3 2023
13F-HR709$5.3B2023-11-14SEC ↗
Q2 2023
13F-HR713$5.5B2023-08-04SEC ↗
Q1 2023
13F-HR710$5.0B2023-05-15SEC ↗
Q4 2022
13F-HR695$4.8B2023-02-14SEC ↗
Q3 2022
13F-HR673$843.6M2022-11-14SEC ↗
Q2 2022
13F-HR693$677.1M2022-08-15SEC ↗
Q1 2022
13F-HR738$650.9M2022-05-16SEC ↗
Q4 2021
13F-HR729$715.5M2022-02-14SEC ↗
Q3 2021
13F-HR733$615.8M2021-11-15SEC ↗
Q2 2021
13F-HR742$546.9M2021-08-16SEC ↗
Q1 2021
13F-HR755$489.3M2021-05-17SEC ↗
Q4 2020
13F-HR751$449.4M2021-02-16SEC ↗
Q3 2020
13F-HR699$388.3M2020-11-16SEC ↗
Q2 2020
13F-HR703$358.0M2020-08-13SEC ↗
Q1 2020
13F-HR690$249.3M2020-05-14SEC ↗
Q4 2019
13F-HR741$316.6M2020-02-13SEC ↗
Q3 2019
13F-HR732$281.4M2019-11-14SEC ↗
Q2 2019
13F-HR753$282.8M2019-08-13SEC ↗
Q1 2019
13F-HR760$262.0M2019-05-14SEC ↗
Q4 2018
13F-HR618$213.6M2019-02-13SEC ↗
Q3 2018
13F-HR583$237.8M2018-11-13SEC ↗
Q2 2018
13F-HR559$238.5M2018-08-14SEC ↗
Q1 2018
13F-HR586$216.9M2018-05-15SEC ↗
Q4 2017
13F-HR1267$215.6M2018-02-13SEC ↗
Q3 2017
13F-HR1264$196.9M2017-11-13SEC ↗
Q2 2017
13F-HR1339$194.5M2017-08-11SEC ↗
Q1 2017
13F-HR1345$225.8M2017-05-15SEC ↗
Q4 2016
13F-HR1479$203.0M2017-02-08SEC ↗
Q3 2016
13F-HR1389$208.9M2016-11-10SEC ↗
Q2 2016Amended
13F-HR/A1383$207.5M2016-09-20SEC ↗
Q2 2016Amended
13F-HR/A1287$207.5M2016-08-01SEC ↗
Q1 2016
13F-HR1325$212.7M2016-05-02SEC ↗
Q4 2015
13F-HR1376$201.7M2016-02-16SEC ↗
Q3 2015
13F-HR1335$183.6M2015-11-16SEC ↗
Q2 2015
13F-HR1461$182.8M2015-08-06SEC ↗
Q1 2015
13F-HR1390$185.0M2015-05-06SEC ↗
Q4 2014
13F-HR1217$167.1M2015-02-13SEC ↗
Q3 2014
13F-HR1309$143.7M2014-11-13SEC ↗
Q2 2014
13F-HR1381$144.6M2014-08-14SEC ↗
Q1 2014
13F-HR1277$129.6M2014-05-15SEC ↗
Q4 2013
13F-HR1157$121.3M2014-02-11SEC ↗
Q3 2013
13F-HR1383$105.9M2013-11-13SEC ↗
Q2 2013
13F-HR1094$87.9M2013-08-14SEC ↗