Skip to content
Disclosery

Evercore Wealth Management, LLC: BBY position timeline

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

Evercore Wealth Management, LLC held 7,080 BBY 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 7,080 shares
    Change vs previous 13F +106 shares

    0.01% of the 13F portfolio, value $537,231.

    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 6,974 shares
    Change vs previous 13F +255 shares

    0.01% of the 13F portfolio, value $447,731.

    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 6,719 shares
    Change vs previous 13F -75 shares

    0.01% of the 13F portfolio, value $449,703.

    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 6,794 shares
    Change vs previous 13F -81 shares

    0.01% of the 13F portfolio, value $513,762.

    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 6,875 shares
    Change vs previous 13F +1,550 shares

    0.01% of the 13F portfolio, value $461,519.

    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 5,325 shares
    Change vs previous 13F +25 shares

    0.01% of the 13F portfolio, value $391,974.

    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 5,300 shares
    Change vs previous 13F +45 shares

    0.01% of the 13F portfolio, value $454,740.

    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 5,255 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $542,841.

    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).