Evercore Wealth Management - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Evercore Wealth Management going back to Feb. 14, 2011

• Evercore Wealth Management 2023 Q3 - filed Nov. 14, 2023 - new!
• Evercore Wealth Management 2023 Q2 - filed Aug. 4, 2023
• Evercore Wealth Management 2023 Q1 - filed May 15, 2023
• Evercore Wealth Management 2022 Q4 - filed Feb. 14, 2023
• Evercore Wealth Management 2022 Q3 - filed Nov. 14, 2022
• Evercore Wealth Management 2022 Q2 - filed Aug. 15, 2022
• Evercore Wealth Management 2022 Q1 - filed May 16, 2022
• Evercore Wealth Management 2021 Q4 - filed Feb. 14, 2022
• Evercore Wealth Management 2021 Q3 - filed Nov. 15, 2021
• Evercore Wealth Management 2021 Q2 - filed Aug. 16, 2021
• Evercore Wealth Management 2021 Q1 - filed May 17, 2021
• Evercore Wealth Management 2020 Q4 - filed Feb. 16, 2021
• Evercore Wealth Management 2020 Q3 - filed Nov. 16, 2020
• Evercore Wealth Management 2020 Q2 - filed Aug. 13, 2020
• Evercore Wealth Management 2020 Q1 - filed May 14, 2020
• Evercore Wealth Management 2019 Q4 - filed Feb. 13, 2020
• Evercore Wealth Management 2019 Q3 - filed Nov. 14, 2019
• Evercore Wealth Management 2019 Q2 - filed Aug. 13, 2019
• Evercore Wealth Management 2019 Q1 - filed May 14, 2019
• Evercore Wealth Management 2018 Q4 - filed Feb. 13, 2019
• Evercore Wealth Management 2018 Q3 - filed Nov. 13, 2018
• Evercore Wealth Management 2018 Q2 - filed Aug. 14, 2018
• Evercore Wealth Management 2018 Q1 - filed May 15, 2018
• Evercore Wealth Management 2017 Q4 - filed Feb. 13, 2018
• Evercore Wealth Management 2017 Q3 - filed Nov. 13, 2017
• Evercore Wealth Management 2017 Q2 - filed Aug. 11, 2017
• Evercore Wealth Management 2017 Q1 - filed May 15, 2017
• Evercore Wealth Management 2016 Q4 - filed Feb. 8, 2017
• Evercore Wealth Management 2016 Q3 - filed Nov. 10, 2016
• Evercore Wealth Management 2016 Q2 restated - filed Sept. 20, 2016
• Evercore Wealth Management 2016 Q2 amended - filed Sept. 20, 2016
• Evercore Wealth Management 2016 Q2 - filed Aug. 1, 2016
• Evercore Wealth Management 2016 Q1 - filed May 2, 2016
• Evercore Wealth Management 2015 Q4 - filed Feb. 16, 2016
• Evercore Wealth Management 2015 Q3 - filed Nov. 16, 2015
• Evercore Wealth Management 2015 Q2 - filed Aug. 6, 2015
• Evercore Wealth Management 2015 Q1 - filed May 6, 2015
• Evercore Wealth Management 2014 Q4 - filed Feb. 13, 2015
• Evercore Wealth Management 2014 Q3 - filed Nov. 13, 2014
• Evercore Wealth Management 2014 Q2 - filed Aug. 14, 2014
• Evercore Wealth Management 2014 Q1 - filed May 15, 2014
• Evercore Wealth Management 2013 Q4 - filed Feb. 11, 2014
• Evercore Wealth Management 2013 Q3 - filed Nov. 13, 2013
• Evercore Wealth Management 2013 Q2 - filed Aug. 14, 2013
• Evercore Wealth Management 2013 Q1 - filed May 14, 2013
• Evercore Wealth Management 2012 Q3 - filed Nov. 14, 2012
• Evercore Wealth Management 2012 Q1 - filed May 14, 2012
• Evercore Wealth Management 2011 Q4 - filed Feb. 14, 2012
• Evercore Wealth Management 2011 Q3 - filed Nov. 14, 2011
• Evercore Wealth Management 2011 Q2 - filed Aug. 15, 2011
• Evercore Wealth Management 2011 Q1 - filed May 16, 2011
• Evercore Wealth Management 2010 Q4 - filed Feb. 14, 2011