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Evercore Wealth Management, LLC: ARCC position timeline

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

Evercore Wealth Management, LLC held 3,007,303 ARCC 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 3,007,303 shares
    Change vs previous 13F -113,705 shares

    0.79% of the 13F portfolio, value $55,725,325.

    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 3,121,008 shares
    Change vs previous 13F +182,651 shares

    0.88% of the 13F portfolio, value $56,240,564.

    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 2,938,357 shares
    Change vs previous 13F +547,071 shares

    0.87% of the 13F portfolio, value $59,442,962.

    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 2,391,286 shares
    Change vs previous 13F +724,913 shares

    0.72% of the 13F portfolio, value $48,806,147.

    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 1,666,373 shares
    Change vs previous 13F +1,178,886 shares

    0.57% of the 13F portfolio, value $36,593,548.

    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 487,487 shares
    Change vs previous 13F -545,622 shares

    0.17% of the 13F portfolio, value $10,802,723.

    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 1,033,109 shares
    Change vs previous 13F -1,411 shares

    0.34% of the 13F portfolio, value $22,614,753.

    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 1,034,520 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $21,662,849.

    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).