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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

ICE holding history

Intercontinental Exchange, 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.

ICE overviewAll 13F holders of ICEFull Q2 2026 holdings

Shares (Q2 2026)
17,135
Value
$2.11M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ICE by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,135$2.11M<0.1%00.0%UnchangedHolders
Q1 202617,135$2.69M<0.1%−177−1.0%ReducedHolders
Q4 202517,312$2.80M<0.1%−169−1.0%ReducedHolders
Q3 202517,481$2.95M<0.1%00.0%UnchangedHolders
Q2 202517,481$3.21M<0.1%00.0%UnchangedHolders
Q1 202517,481$3.02M<0.1%−120−0.7%ReducedHolders
Q4 202417,601$2.62M<0.1%−210−1.2%ReducedHolders
Q3 202417,811$2.86M<0.1%00.0%UnchangedHolders
Q2 202417,811$2.44M<0.1%−149−0.8%ReducedHolders
Q1 202417,960$2.47M<0.1%−595−3.2%ReducedHolders
Q4 202318,555$2.38M<0.1%+442+2.4%AddedHolders
Q3 202318,113$1.99M<0.1%+684+3.9%AddedHolders
Q2 202317,429$1.97M<0.1%−250−1.4%ReducedHolders
Q1 202317,679$1.84M<0.1%+250+1.4%AddedHolders
Q4 202217,429$1.79M<0.1%−68−0.4%ReducedHolders
Q3 202217,497$1.58M<0.1%−87−0.5%ReducedHolders
Q2 202217,584$1.65M<0.1%−11−0.1%ReducedHolders
Q1 202217,595$2.33M<0.1%−205−1.2%ReducedHolders
Q4 202117,800$2.43M<0.1%00.0%UnchangedHolders
Q3 202117,800$2.04M<0.1%−418−2.3%ReducedHolders
Q2 202118,218$2.16M<0.1%−237−1.3%ReducedHolders
Q1 202118,455$2.06M<0.1%––Holders

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