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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

CME holding history

CME Group 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.

CME overviewAll 13F holders of CMEFull Q2 2026 holdings

Shares (Q2 2026)
2,160
Value
$477.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CME by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,160$477.0K<0.1%00.0%UnchangedHolders
Q1 20262,160$638.0K<0.1%00.0%UnchangedHolders
Q4 20252,160$589.9K<0.1%−17−0.8%ReducedHolders
Q3 20252,177$588.2K<0.1%00.0%UnchangedHolders
Q2 20252,177$600.0K<0.1%+500+29.8%AddedHolders
Q1 20251,677$444.9K<0.1%−215−11.4%ReducedHolders
Q4 20241,892$439.4K<0.1%00.0%UnchangedHolders
Q3 20241,892$417.5K<0.1%−200−9.6%ReducedHolders
Q2 20242,092$411.3K<0.1%−24−1.1%ReducedHolders
Q1 20242,116$455.6K<0.1%−64−2.9%ReducedHolders
Q4 20232,180$459.1K<0.1%−94−4.1%ReducedHolders
Q3 20232,274$455.3K<0.1%−246−9.8%ReducedHolders
Q2 20232,520$466.9K<0.1%−23−0.9%ReducedHolders
Q1 20232,543$487.0K<0.1%−3−0.1%ReducedHolders
Q4 20222,546$428.1K<0.1%+36+1.4%AddedHolders
Q3 20222,510$445.0K<0.1%−1,201−32.4%ReducedHolders
Q2 20223,711$760.0K<0.1%00.0%UnchangedHolders
Q1 20223,711$883.0K<0.1%+698+23.2%AddedHolders
Q4 20213,013$688.0K<0.1%00.0%UnchangedHolders
Q3 20213,013$583.0K<0.1%00.0%UnchangedHolders
Q2 20213,013$641.0K<0.1%−109−3.5%ReducedHolders
Q1 20213,122$638.0K<0.1%––Holders

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