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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

AMP holding history

Ameriprise Financial Inc in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMP overviewAll 13F holders of AMPFull Q2 2026 holdings

Shares (Q2 2026)
503
Value
$230.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AMP by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026503$230.8K<0.1%00.0%UnchangedHolders
Q1 2026503$223.5K<0.1%−334−39.9%ReducedHolders
Q4 2025837$410.4K<0.1%−158−15.9%ReducedHolders
Q3 2025995$488.8K<0.1%−25−2.5%ReducedHolders
Q2 20251,020$544.4K<0.1%−40−3.8%ReducedHolders
Q1 20251,060$513.2K<0.1%−5−0.5%ReducedHolders
Q4 20241,065$567.0K<0.1%00.0%UnchangedHolders
Q3 20241,065$500.3K<0.1%00.0%UnchangedHolders
Q2 20241,065$455.0K<0.1%−14−1.3%ReducedHolders
Q1 20241,079$473.1K<0.1%−9−0.8%ReducedHolders
Q4 20231,088$413.3K<0.1%+6+0.6%AddedHolders
Q3 20231,082$356.7K<0.1%−56−4.9%ReducedHolders
Q2 20231,138$378.0K<0.1%+184+19.3%AddedHolders
Q1 2023954$292.4K<0.1%+11+1.2%AddedHolders
Q4 2022943$293.6K<0.1%+12+1.3%AddedHolders
Q3 2022931$234.0K<0.1%+70+8.1%AddedHolders
Q2 2022861$205.0K<0.1%−20−2.3%ReducedHolders
Q1 2022881$265.0K<0.1%−21−2.3%ReducedHolders
Q4 2021902$272.0K<0.1%00.0%UnchangedHolders
Q3 2021902$239.0K<0.1%−95−9.5%ReducedHolders
Q2 2021997$248.0K<0.1%−63−5.9%ReducedHolders
Q1 20211,060$246.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.