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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

CHTR holding history

Charter Communications, 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.

CHTR overviewAll 13F holders of CHTRFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of CHTR by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−6,131−100.0%Sold outHolders
Q4 20236,131$2.38M<0.1%−996−14.0%ReducedHolders
Q3 20237,127$3.13M0.1%−1,000−12.3%ReducedHolders
Q2 20238,127$2.99M0.1%00.0%UnchangedHolders
Q1 20238,127$2.91M0.1%−16−0.2%ReducedHolders
Q4 20228,143$2.76M0.1%+16+0.2%AddedHolders
Q3 20228,127$2.46M0.1%−500−5.8%ReducedHolders
Q2 20228,627$4.04M0.1%−542−5.9%ReducedHolders
Q1 20229,169$5.00M0.1%+39+0.4%AddedHolders
Q4 20219,130$5.95M0.1%−548−5.7%ReducedHolders
Q3 20219,678$7.04M0.1%−12−0.1%ReducedHolders
Q2 20219,690$6.99M0.1%−609−5.9%ReducedHolders
Q1 202110,299$6.36M0.1%––Holders

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