Skip to main content
Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

BAM holding history

Brookfield Asset Management Ltd. 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.

BAM overviewAll 13F holders of BAMFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of BAM by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−5,136−100.0%Sold outHolders
Q1 20265,136$228.3K<0.1%00.0%UnchangedHolders
Q4 20255,136$269.1K<0.1%−810−13.6%ReducedHolders
Q3 20255,946$338.6K<0.1%00.0%UnchangedHolders
Q2 20255,946$328.7K<0.1%−250−4.0%ReducedHolders
Q1 20256,196$300.2K<0.1%00.0%UnchangedHolders
Q4 20246,196$335.8K<0.1%−726−10.5%ReducedHolders
Q3 20246,922$327.3K<0.1%00.0%UnchangedHolders
Q2 20246,922$263.4K<0.1%00.0%UnchangedHolders
Q1 20246,922$290.9K<0.1%00.0%UnchangedHolders
Q4 20236,922$278.1K<0.1%00.0%UnchangedHolders
Q3 20236,922$230.8K<0.1%00.0%UnchangedHolders
Q2 20236,922$225.9K<0.1%−193−2.7%ReducedHolders
Q1 20237,115$232.8K<0.1%−503−6.6%ReducedHolders
Q4 20227,618$218.4K<0.1%−11,844−60.9%ReducedHolders
Q3 202219,462$796.0K<0.1%00.0%UnchangedHolders
Q2 202219,462$865.0K<0.1%00.0%UnchangedHolders
Q1 202219,462$1.10M<0.1%−18,470−48.7%ReducedHolders
Q4 202137,932$2.29M<0.1%−362−0.9%ReducedHolders
Q3 202138,294$2.05M<0.1%−155−0.4%ReducedHolders
Q2 202138,449$1.96M<0.1%−1,000−2.5%ReducedHolders
Q1 202139,449$1.75M<0.1%––Holders

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