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Evercore Wealth Management, LLC: CB position timeline

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

Evercore Wealth Management, LLC held 416,081 CB 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 416,081 shares
    Change vs previous 13F -4,489 shares

    2.01% of the 13F portfolio, value $141,775,439.

    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 420,570 shares
    Change vs previous 13F -8,906 shares

    2.16% of the 13F portfolio, value $137,076,380.

    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 429,476 shares
    Change vs previous 13F -7,133 shares

    1.96% of the 13F portfolio, value $134,048,049.

    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 436,609 shares
    Change vs previous 13F +1,160 shares

    1.81% of the 13F portfolio, value $123,232,890.

    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 435,449 shares
    Change vs previous 13F -8,216 shares

    1.96% of the 13F portfolio, value $126,158,284.

    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 443,665 shares
    Change vs previous 13F -10,187 shares

    2.16% of the 13F portfolio, value $133,982,393.

    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 453,852 shares
    Change vs previous 13F +2,921 shares

    1.88% of the 13F portfolio, value $125,399,308.

    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 450,931 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $130,043,991.

    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).