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Evercore Wealth Management, LLC: AMT position timeline

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

Evercore Wealth Management, LLC held 185,707 AMT 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 185,707 shares
    Change vs previous 13F -160,443 shares

    0.43% of the 13F portfolio, value $30,376,094.

    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 346,150 shares
    Change vs previous 13F -11,366 shares

    0.94% of the 13F portfolio, value $59,738,566.

    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 357,516 shares
    Change vs previous 13F -39,284 shares

    0.92% of the 13F portfolio, value $62,769,083.

    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 396,800 shares
    Change vs previous 13F -8,752 shares

    1.12% of the 13F portfolio, value $76,312,576.

    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 405,552 shares
    Change vs previous 13F -31,645 shares

    1.39% of the 13F portfolio, value $89,635,103.

    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 437,197 shares
    Change vs previous 13F -16,173 shares

    1.53% of the 13F portfolio, value $95,134,067.

    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 453,370 shares
    Change vs previous 13F +4,600 shares

    1.25% of the 13F portfolio, value $83,152,592.

    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 448,770 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $104,365,952.

    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).