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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

SHOP holding history

Shopify 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.

SHOP overviewAll 13F holders of SHOPFull Q2 2026 holdings

Shares (Q2 2026)
1,790
Value
$204.4K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of SHOP by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,790$204.4K<0.1%00.0%UnchangedHolders
Q1 20261,790$212.3K<0.1%−2,000−52.8%ReducedHolders
Q4 20253,790$610.1K<0.1%00.0%UnchangedHolders
Q3 20253,790$563.2K<0.1%00.0%UnchangedHolders
Q2 20253,790$437.2K<0.1%−350−8.5%ReducedHolders
Q1 20254,140$395.3K<0.1%−5−0.1%ReducedHolders
Q4 20244,145$440.7K<0.1%+5+0.1%AddedHolders
Q3 20244,140$331.8K<0.1%00.0%UnchangedHolders
Q2 20244,140$273.4K<0.1%−2,250−35.2%ReducedHolders
Q1 20246,390$493.1K<0.1%−2,875−31.0%ReducedHolders
Q4 20239,265$721.7K<0.1%+5,111+123.0%AddedHolders
Q3 20234,154$226.7K<0.1%+14+0.3%AddedHolders
Q2 20234,140$267.4K<0.1%−511−11.0%ReducedHolders
Q1 20234,651$223.0K<0.1%+4,651NewHolders
Q2 20220$00.0%−4,140−100.0%Sold outConverted for a 10-for-1 splitHolders
Q1 2022414$280.0K<0.1%00.0%UnchangedHolders
Q4 2021414$570.0K<0.1%00.0%UnchangedHolders
Q3 2021414$561.0K<0.1%00.0%UnchangedHolders
Q2 2021414$605.0K<0.1%00.0%UnchangedHolders
Q1 2021414$458.0K<0.1%––Holders

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