Evercore Wealth Management, LLC: BAX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evercore Wealth Management, LLC on BAX, newest first. How the timeline and the estimate are built.
Evercore Wealth Management, LLC held 0 BAX shares at 2025-09-30 per its 13F-HR filed 2025-11-14.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -6,711 shares
13F-HR 0001172661-25-004885 filed by Evercore Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 6,711 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $203,209.
13F-HR 0001172661-25-003437 filed by Evercore Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,711 sharesChange vs previous 13F -3,982 shares
<0.01% of the 13F portfolio, value $229,717.
13F-HR 0001172661-25-002000 filed by Evercore Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,693 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $311,808.
13F-HR 0001172661-25-000946 filed by Evercore Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,693 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $406,014.
13F-HR 0001172661-24-004741 filed by Evercore Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).