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Evercore Wealth Management, LLC: CDW position timeline

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

Evercore Wealth Management, LLC held 5,167 CDW 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 5,167 shares
    Change vs previous 13F -5,984 shares

    0.01% of the 13F portfolio, value $726,687.

    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 11,151 shares
    Change vs previous 13F -446,393 shares

    0.02% of the 13F portfolio, value $1,349,494.

    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 457,544 shares
    Change vs previous 13F -43,597 shares

    0.91% of the 13F portfolio, value $62,317,493.

    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 501,141 shares
    Change vs previous 13F -333 shares

    1.17% of the 13F portfolio, value $79,821,739.

    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 501,474 shares
    Change vs previous 13F -8,337 shares

    1.39% of the 13F portfolio, value $89,558,242.

    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 509,811 shares
    Change vs previous 13F -14,255 shares

    1.32% of the 13F portfolio, value $81,702,311.

    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 524,066 shares
    Change vs previous 13F -12,051 shares

    1.37% of the 13F portfolio, value $91,208,446.

    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 536,117 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $121,323,276.

    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).