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Evercore Wealth Management, LLC: CHKP position timeline

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

Evercore Wealth Management, LLC held 36,175 CHKP 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 36,175 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $4,754,480.

    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 36,175 shares
    Change vs previous 13F -25 shares

    0.08% of the 13F portfolio, value $5,167,599.

    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 36,200 shares
    Change vs previous 13F -68 shares

    0.1% of the 13F portfolio, value $6,717,272.

    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 36,268 shares
    Change vs previous 13F -5 shares

    0.11% of the 13F portfolio, value $7,504,212.

    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 36,273 shares
    Change vs previous 13F -1,353 shares

    0.12% of the 13F portfolio, value $8,025,401.

    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 37,626 shares
    Change vs previous 13F -2,000 shares

    0.14% of the 13F portfolio, value $8,575,718.

    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 39,626 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $7,398,174.

    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 39,626 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,640,289.

    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).