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Evercore Wealth Management, LLC: BRK-B position timeline

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

Evercore Wealth Management, LLC held 251,501 BRK-B 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 251,501 shares
    Change vs previous 13F -6,157 shares

    1.78% of the 13F portfolio, value $125,848,584.

    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 257,658 shares
    Change vs previous 13F -8,789 shares

    1.94% of the 13F portfolio, value $123,469,714.

    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 266,447 shares
    Change vs previous 13F -1,878 shares

    1.96% of the 13F portfolio, value $133,929,584.

    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 268,325 shares
    Change vs previous 13F -3,342 shares

    1.98% of the 13F portfolio, value $134,897,711.

    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 271,667 shares
    Change vs previous 13F -3,012 shares

    2.05% of the 13F portfolio, value $131,967,679.

    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 274,679 shares
    Change vs previous 13F -4,763 shares

    2.36% of the 13F portfolio, value $146,288,542.

    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 279,442 shares
    Change vs previous 13F -3,874 shares

    1.9% of the 13F portfolio, value $126,665,470.

    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 283,316 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $130,399,022.

    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).