Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

CSR holding history

Centerspace 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.

CSR overview All 13F holders of CSR Full Q2 2026 holdings

Shares (Q2 2026): 45,781
Value: $2.57M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of CSR by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	45,781	$2.57M	<0.1%	00.0%	Unchanged	Holders
Q1 2026	45,781	$2.63M	<0.1%	−753−1.6%	Reduced	Holders
Q4 2025	46,534	$3.10M	<0.1%	−237−0.5%	Reduced	Holders
Q3 2025	46,771	$2.75M	<0.1%	00.0%	Unchanged	Holders
Q2 2025	46,771	$2.82M	<0.1%	00.0%	Unchanged	Holders
Q1 2025	46,771	$3.03M	<0.1%	00.0%	Unchanged	Holders
Q4 2024	46,771	$3.09M	<0.1%	00.0%	Unchanged	Holders
Q3 2024	46,771	$3.30M	<0.1%	−665−1.4%	Reduced	Holders
Q2 2024	47,436	$3.21M	0.1%	−405−0.8%	Reduced	Holders
Q1 2024	47,841	$2.73M	<0.1%	00.0%	Unchanged	Holders
Q4 2023	47,841	$2.78M	<0.1%	00.0%	Unchanged	Holders
Q3 2023	47,841	$2.88M	0.1%	00.0%	Unchanged	Holders
Q2 2023	47,841	$2.94M	0.1%	00.0%	Unchanged	Holders
Q1 2023	47,841	$2.61M	0.1%	00.0%	Unchanged	Holders
Q4 2022	47,841	$2.81M	0.1%	00.0%	Unchanged	Holders
Q3 2022	47,841	$3.22M	0.1%	00.0%	Unchanged	Holders
Q2 2022	47,841	$3.90M	0.1%	00.0%	Unchanged	Holders
Q1 2022	47,841	$4.69M	0.1%	00.0%	Unchanged	Holders
Q4 2021	47,841	$5.31M	0.1%	−128−0.3%	Reduced	Holders
Q3 2021	47,969	$4.53M	0.1%	−1,242−2.5%	Reduced	Holders
Q2 2021	49,211	$3.88M	0.1%	−200−0.4%	Reduced	Holders
Q1 2021	49,411	$3.36M	0.1%	–	–	Holders

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