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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

JEF holding history

Jefferies Financial Group 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.

JEF overviewAll 13F holders of JEFFull Q2 2026 holdings

Shares (Q2 2026)
11,963
Value
$597.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of JEF by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,963$597.9K<0.1%00.0%UnchangedHolders
Q1 202611,963$493.7K<0.1%00.0%UnchangedHolders
Q4 202511,963$741.3K<0.1%−1,790−13.0%ReducedHolders
Q3 202513,753$899.7K<0.1%+645+4.9%AddedHolders
Q2 202513,108$716.9K<0.1%+1,145+9.6%AddedHolders
Q1 202511,963$640.9K<0.1%−4,700−28.2%ReducedHolders
Q4 202416,663$1.31M<0.1%−1,270−7.1%ReducedHolders
Q3 202417,933$1.10M<0.1%00.0%UnchangedHolders
Q2 202417,933$892.3K<0.1%00.0%UnchangedHolders
Q1 202417,933$790.8K<0.1%00.0%UnchangedHolders
Q4 202317,933$724.7K<0.1%00.0%UnchangedHolders
Q3 202317,933$656.9K<0.1%00.0%UnchangedHolders
Q2 202317,933$594.8K<0.1%−580−3.1%ReducedHolders
Q1 202318,513$587.6K<0.1%00.0%UnchangedHolders
Q4 202218,513$634.6K<0.1%00.0%UnchangedHolders
Q3 202218,513$546.0K<0.1%00.0%UnchangedHolders
Q2 202218,513$511.0K<0.1%00.0%UnchangedHolders
Q1 202218,513$608.0K<0.1%−3,340−15.3%ReducedHolders
Q4 202121,853$848.0K<0.1%00.0%UnchangedHolders
Q3 202121,853$811.0K<0.1%00.0%UnchangedHolders
Q2 202121,853$747.0K<0.1%00.0%UnchangedHolders
Q1 202121,853$658.0K<0.1%––Holders

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