Number of Shares
11,596
Previous 13,693 15.31%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
N/A
-2,097 Reduced 15.31%
11,596 $0
Q2 2025

Aug 14, 2025

SELL
N/A
-9,787 Reduced 41.68%
13,693 $0
Q1 2024

May 15, 2024

BUY
N/A
740 Added 3.25%
23,480 $0
Q4 2023

Feb 14, 2024

BUY
N/A
22,740 New
22,740 $0
Track This Portfolio

Track Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.