Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

PG holding history

Procter & Gamble Co 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.

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

Shares (Q2 2026): 60,544
Value: $8.88M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PG by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	60,544	$8.88M	0.1%	−1,187−1.9%	Reduced	Holders
Q1 2026	61,731	$8.92M	0.1%	−5,468−8.1%	Reduced	Holders
Q4 2025	67,199	$9.63M	0.1%	−1,823−2.6%	Reduced	Holders
Q3 2025	69,022	$10.6M	0.2%	−2,977−4.1%	Reduced	Holders
Q2 2025	71,999	$11.5M	0.2%	−2,007−2.7%	Reduced	Holders
Q1 2025	74,006	$12.6M	0.2%	−2,155−2.8%	Reduced	Holders
Q4 2024	76,161	$12.8M	0.2%	−520−0.7%	Reduced	Holders
Q3 2024	76,681	$13.3M	0.2%	−835−1.1%	Reduced	Holders
Q2 2024	77,516	$12.8M	0.2%	−402−0.5%	Reduced	Holders
Q1 2024	77,918	$12.6M	0.2%	−17,658−18.5%	Reduced	Holders
Q4 2023	95,576	$14.0M	0.2%	−533−0.6%	Reduced	Holders
Q3 2023	96,109	$14.0M	0.3%	−454−0.5%	Reduced	Holders
Q2 2023	96,563	$14.7M	0.3%	+382+0.4%	Added	Holders
Q1 2023	96,181	$14.3M	0.3%	−2,803−2.8%	Reduced	Holders
Q4 2022	98,984	$15.0M	0.3%	+1,890+1.9%	Added	Holders
Q3 2022	97,094	$12.3M	0.3%	+144+0.1%	Added	Holders
Q2 2022	96,950	$13.9M	0.3%	−2,431−2.4%	Reduced	Holders
Q1 2022	99,381	$15.2M	0.3%	+935+0.9%	Added	Holders
Q4 2021	98,446	$16.1M	0.3%	+809+0.8%	Added	Holders
Q3 2021	97,637	$13.6M	0.2%	−828−0.8%	Reduced	Holders
Q2 2021	98,465	$13.3M	0.2%	−1,243−1.2%	Reduced	Holders
Q1 2021	99,708	$13.5M	0.3%	–	–	Holders

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