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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust 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.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
1,712
Value
$894.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIA by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,712$894.3K<0.1%00.0%UnchangedHolders
Q1 20261,712$793.0K<0.1%00.0%UnchangedHolders
Q4 20251,712$822.7K<0.1%00.0%UnchangedHolders
Q3 20251,712$793.9K<0.1%00.0%UnchangedHolders
Q2 20251,712$754.4K<0.1%00.0%UnchangedHolders
Q1 20251,712$718.8K<0.1%00.0%UnchangedHolders
Q4 20241,712$728.5K<0.1%00.0%UnchangedHolders
Q3 20241,712$724.4K<0.1%−200−10.5%ReducedHolders
Q2 20241,912$747.8K<0.1%00.0%UnchangedHolders
Q1 20241,912$760.5K<0.1%00.0%UnchangedHolders
Q4 20231,912$720.6K<0.1%00.0%UnchangedHolders
Q3 20231,912$640.4K<0.1%−115−5.7%ReducedHolders
Q2 20232,027$697.0K<0.1%00.0%UnchangedHolders
Q1 20232,027$674.2K<0.1%00.0%UnchangedHolders
Q4 20222,027$671.6K<0.1%00.0%UnchangedHolders
Q3 20222,027$582.0K<0.1%00.0%UnchangedHolders
Q2 20222,027$624.0K<0.1%00.0%UnchangedHolders
Q1 20222,027$703.0K<0.1%+70+3.6%AddedHolders
Q4 20211,957$711.0K<0.1%00.0%UnchangedHolders
Q3 20211,957$662.0K<0.1%00.0%UnchangedHolders
Q2 20211,957$675.0K<0.1%00.0%UnchangedHolders
Q1 20211,957$646.0K<0.1%––Holders

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