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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

ETN holding history

Eaton Corp plc 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.

ETN overviewAll 13F holders of ETNFull Q2 2026 holdings

Shares (Q2 2026)
3,253
Value
$1.39M
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of ETN by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,253$1.39M<0.1%+100+3.2%AddedHolders
Q1 20263,153$1.13M<0.1%00.0%UnchangedHolders
Q4 20253,153$1.00M<0.1%00.0%UnchangedHolders
Q3 20253,153$1.18M<0.1%−94−2.9%ReducedHolders
Q2 20253,247$1.16M<0.1%−51−1.5%ReducedHolders
Q1 20253,298$896.5K<0.1%−516−13.5%ReducedHolders
Q4 20243,814$1.27M<0.1%00.0%UnchangedHolders
Q3 20243,814$1.26M<0.1%+187+5.2%AddedHolders
Q2 20243,627$1.14M<0.1%−30−0.8%ReducedHolders
Q1 20243,657$1.14M<0.1%−22−0.6%ReducedHolders
Q4 20233,679$886.0K<0.1%−75−2.0%ReducedHolders
Q3 20233,754$800.7K<0.1%+982+35.4%AddedHolders
Q2 20232,772$557.4K<0.1%+986+55.2%AddedHolders
Q1 20231,786$306.0K<0.1%+75+4.4%AddedHolders
Q4 20221,711$268.5K<0.1%+1,711NewHolders
Q1 20220$00.0%−1,468−100.0%Sold outHolders
Q4 20211,468$254.0K<0.1%−93−6.0%ReducedHolders
Q3 20211,561$233.0K<0.1%−200−11.4%ReducedHolders
Q2 20211,761$261.0K<0.1%−157−8.2%ReducedHolders
Q1 20211,918$265.0K<0.1%––Holders

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