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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

DOW holding history

Dow 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.

DOW overviewAll 13F holders of DOWFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of DOW by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−6,820−100.0%Sold outHolders
Q1 20256,820$238.2K<0.1%−440−6.1%ReducedHolders
Q4 20247,260$291.3K<0.1%+13+0.2%AddedHolders
Q3 20247,247$395.9K<0.1%−500−6.5%ReducedHolders
Q2 20247,747$411.0K<0.1%−59−0.8%ReducedHolders
Q1 20247,806$452.2K<0.1%+8+0.1%AddedHolders
Q4 20237,798$427.6K<0.1%−64−0.8%ReducedHolders
Q3 20237,862$405.4K<0.1%−409−4.9%ReducedHolders
Q2 20238,271$440.5K<0.1%+14+0.2%AddedHolders
Q1 20238,257$452.6K<0.1%+519+6.7%AddedHolders
Q4 20227,738$389.9K<0.1%+584+8.2%AddedHolders
Q3 20227,154$314.0K<0.1%+398+5.9%AddedHolders
Q2 20226,756$349.0K<0.1%−931−12.1%ReducedHolders
Q1 20227,687$490.0K<0.1%00.0%UnchangedHolders
Q4 20217,687$436.0K<0.1%−2,500−24.5%ReducedHolders
Q3 202110,187$586.0K<0.1%−1,107−9.8%ReducedHolders
Q2 202111,294$714.0K<0.1%+177+1.6%AddedHolders
Q1 202111,117$711.0K<0.1%––Holders

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