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Evercore Wealth Management, LLC: ACN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evercore Wealth Management, LLC on ACN, newest first. How the timeline and the estimate are built.

Evercore Wealth Management, LLC held 52,865 ACN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,865 shares
    Change vs previous 13F -44,116 shares

    0.09% of the 13F portfolio, value $6,578,521.

    13F-HR 0001172661-26-003500 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 96,981 shares
    Change vs previous 13F -35,811 shares

    0.3% of the 13F portfolio, value $19,230,362.

    13F-HR 0001172661-26-002269 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 132,792 shares
    Change vs previous 13F -17,545 shares

    0.52% of the 13F portfolio, value $35,628,093.

    13F-HR 0001172661-26-000920 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 150,337 shares
    Change vs previous 13F -213,209 shares

    0.54% of the 13F portfolio, value $37,073,104.

    13F-HR 0001172661-25-004885 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 363,546 shares
    Change vs previous 13F -11,020 shares

    1.69% of the 13F portfolio, value $108,660,264.

    13F-HR 0001172661-25-003437 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 374,566 shares
    Change vs previous 13F -8,533 shares

    1.88% of the 13F portfolio, value $116,879,574.

    13F-HR 0001172661-25-002000 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 383,099 shares
    Change vs previous 13F -7,499 shares

    2.02% of the 13F portfolio, value $134,770,397.

    13F-HR 0001172661-25-000946 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 390,598 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $138,068,581.

    13F-HR 0001172661-24-004741 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).