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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

ELV holding history

Elevance Health, 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.

ELV overviewAll 13F holders of ELVFull Q2 2026 holdings

Shares (Q2 2026)
556
Value
$215.0K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of ELV by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026556$215.0K<0.1%+556NewHolders
Q1 20260$00.0%−579−100.0%Sold outHolders
Q4 2025579$203.0K<0.1%+579NewHolders
Q3 20250$00.0%−596−100.0%Sold outHolders
Q2 2025596$231.8K<0.1%00.0%UnchangedHolders
Q1 2025596$259.2K<0.1%−19−3.1%ReducedHolders
Q4 2024615$226.9K<0.1%−101−14.1%ReducedHolders
Q3 2024716$372.3K<0.1%00.0%UnchangedHolders
Q2 2024716$388.0K<0.1%−23−3.1%ReducedHolders
Q1 2024739$383.2K<0.1%−14−1.9%ReducedHolders
Q4 2023753$355.1K<0.1%+12+1.6%AddedHolders
Q3 2023741$322.6K<0.1%−58−7.3%ReducedHolders
Q2 2023799$355.0K<0.1%−6−0.7%ReducedHolders
Q1 2023805$370.1K<0.1%−12−1.5%ReducedHolders
Q4 2022817$419.1K<0.1%−73−8.2%ReducedHolders
Q3 2022890$404.0K<0.1%−72−7.5%ReducedHolders
Q2 2022962$464.0K<0.1%00.0%UnchangedHolders
Q1 2022962$473.0K<0.1%−88−8.4%ReducedHolders
Q4 20211,050$487.0K<0.1%−30−2.8%ReducedHolders
Q3 20211,080$403.0K<0.1%00.0%UnchangedHolders
Q2 20211,080$412.0K<0.1%−541−33.4%ReducedHolders
Q1 20211,621$582.0K<0.1%––Holders

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