Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

EPD holding history

Enterprise Products Partners L.P. 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.

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

Shares (Q2 2026): 219,962
Value: $8.09M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of EPD by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	219,962	$8.09M	0.1%	00.0%	Unchanged	Holders
Q1 2026	219,962	$8.32M	0.1%	+3,469+1.6%	Added	Holders
Q4 2025	216,493	$6.94M	0.1%	00.0%	Unchanged	Holders
Q3 2025	216,493	$6.77M	0.1%	00.0%	Unchanged	Holders
Q2 2025	216,493	$6.71M	0.1%	−700−0.3%	Reduced	Holders
Q1 2025	217,193	$7.41M	0.1%	−1,000−0.5%	Reduced	Holders
Q4 2024	218,193	$6.84M	0.1%	00.0%	Unchanged	Holders
Q3 2024	218,193	$6.35M	0.1%	−940−0.4%	Reduced	Holders
Q2 2024	219,133	$6.35M	0.1%	−1000.0%	Reduced	Holders
Q1 2024	219,233	$6.40M	0.1%	−19,157−8.0%	Reduced	Holders
Q4 2023	238,390	$6.28M	0.1%	+60,940+34.3%	Added	Holders
Q3 2023	177,450	$4.86M	0.1%	−687−0.4%	Reduced	Holders
Q2 2023	178,137	$4.69M	0.1%	−545−0.3%	Reduced	Holders
Q1 2023	178,682	$4.63M	0.1%	−4,877−2.7%	Reduced	Holders
Q4 2022	183,559	$4.43M	0.1%	+49,881+37.3%	Added	Holders
Q3 2022	133,678	$3.18M	0.1%	−12,120−8.3%	Reduced	Holders
Q2 2022	145,798	$3.55M	0.1%	−666−0.5%	Reduced	Holders
Q1 2022	146,464	$3.78M	0.1%	+10,695+7.9%	Added	Holders
Q4 2021	135,769	$2.98M	<0.1%	−3,000−2.2%	Reduced	Holders
Q3 2021	138,769	$3.00M	0.1%	00.0%	Unchanged	Holders
Q2 2021	138,769	$3.35M	0.1%	−1,520−1.1%	Reduced	Holders
Q1 2021	140,289	$3.09M	0.1%	–	–	Holders

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