Skip to main content
Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

EVR holding history

Evercore Inc. in every 13F filed by TD Private Client Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EVR overviewAll 13F holders of EVRFull Q2 2026 holdings

Shares (Q2 2026)
563
Value
$192.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EVR by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026563$192.2K<0.1%+7+1.3%AddedHolders
Q1 2026556$166.0K<0.1%−17−3.0%ReducedHolders
Q4 2025573$195.0K<0.1%−4−0.7%ReducedHolders
Q3 2025577$194.6K<0.1%−203−26.0%ReducedHolders
Q2 2025780$210.6K<0.1%−1,904−70.9%ReducedHolders
Q1 20252,684$536.0K<0.1%+1,530+132.6%AddedHolders
Q4 20241,154$319.9K<0.1%−3,165−73.3%ReducedHolders
Q3 20244,319$1.09M<0.1%+111+2.6%AddedHolders
Q2 20244,208$877.1K<0.1%−23−0.5%ReducedHolders
Q1 20244,231$814.8K<0.1%+368+9.5%AddedHolders
Q4 20233,863$660.8K<0.1%+3,250+530.2%AddedHolders
Q3 2023613$84.5K<0.1%−45−6.8%ReducedHolders
Q2 2023658$81.3K<0.1%+69+11.7%AddedHolders
Q1 2023589$68.0K<0.1%+39+7.1%AddedHolders
Q4 2022550$60.0K<0.1%+211+62.2%AddedHolders
Q3 2022339$27.9K<0.1%00.0%UnchangedHolders
Q2 2022339$31.7K<0.1%+82+31.9%AddedHolders
Q1 2022257$28.6K<0.1%+251+4,183.3%AddedHolders
Q4 20216$815<0.1%−5−45.5%ReducedHolders
Q3 202111$1.47K<0.1%00.0%UnchangedHolders
Q2 202111$1.55K<0.1%00.0%UnchangedHolders
Q1 202111$1.45K<0.1%––Holders

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