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Evercore Wealth Management, LLC: BX position timeline

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

Evercore Wealth Management, LLC held 1,349,169 BX 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 1,349,169 shares
    Change vs previous 13F +3,504 shares

    2.25% of the 13F portfolio, value $158,756,716.

    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 1,345,665 shares
    Change vs previous 13F +28,573 shares

    2.43% of the 13F portfolio, value $154,738,018.

    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 1,317,092 shares
    Change vs previous 13F -16,559 shares

    2.97% of the 13F portfolio, value $203,016,561.

    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 1,333,651 shares
    Change vs previous 13F -24,617 shares

    3.34% of the 13F portfolio, value $227,854,273.

    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 1,358,268 shares
    Change vs previous 13F +97 shares

    3.16% of the 13F portfolio, value $203,169,728.

    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 1,358,171 shares
    Change vs previous 13F -41,273 shares

    3.06% of the 13F portfolio, value $189,845,142.

    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 1,399,444 shares
    Change vs previous 13F -72,487 shares

    3.61% of the 13F portfolio, value $241,292,134.

    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 1,471,931 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $225,396,793.

    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).