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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

ATR holding history

Aptargroup, 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.

ATR overviewAll 13F holders of ATRFull Q2 2026 holdings

Shares (Q2 2026)
10,860
Value
$1.36M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ATR by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,860$1.36M<0.1%+500+4.8%AddedHolders
Q1 202610,360$1.31M<0.1%00.0%UnchangedHolders
Q4 202510,360$1.26M<0.1%−2,017−16.3%ReducedHolders
Q3 202512,377$1.65M<0.1%00.0%UnchangedHolders
Q2 202512,377$1.94M<0.1%00.0%UnchangedHolders
Q1 202512,377$1.84M<0.1%−2,000−13.9%ReducedHolders
Q4 202414,377$2.26M<0.1%−500−3.4%ReducedHolders
Q3 202414,877$2.38M<0.1%00.0%UnchangedHolders
Q2 202414,877$2.09M<0.1%00.0%UnchangedHolders
Q1 202414,877$2.14M<0.1%+17+0.1%AddedHolders
Q4 202314,860$1.84M<0.1%00.0%UnchangedHolders
Q3 202314,860$1.86M<0.1%00.0%UnchangedHolders
Q2 202314,860$1.72M<0.1%00.0%UnchangedHolders
Q1 202314,860$1.76M<0.1%00.0%UnchangedHolders
Q4 202214,860$1.63M<0.1%00.0%UnchangedHolders
Q3 202214,860$1.41M<0.1%−49−0.3%ReducedHolders
Q2 202214,909$1.54M<0.1%−6,000−28.7%ReducedHolders
Q1 202220,909$2.46M<0.1%−90.0%ReducedHolders
Q4 202120,918$2.56M<0.1%00.0%UnchangedHolders
Q3 202120,918$2.50M<0.1%00.0%UnchangedHolders
Q2 202120,918$2.95M0.1%−100.0%ReducedHolders
Q1 202120,928$2.96M0.1%––Holders

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