Skip to content
Disclosery

Evercore Wealth Management, LLC: COST position timeline

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

Evercore Wealth Management, LLC held 99,506 COST 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 99,506 shares
    Change vs previous 13F -613 shares

    1.32% of the 13F portfolio, value $93,084,878.

    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 100,119 shares
    Change vs previous 13F -1,117 shares

    1.57% of the 13F portfolio, value $99,761,575.

    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 101,236 shares
    Change vs previous 13F -506 shares

    1.28% of the 13F portfolio, value $87,299,852.

    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 101,742 shares
    Change vs previous 13F -2,139 shares

    1.38% of the 13F portfolio, value $94,175,448.

    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 103,881 shares
    Change vs previous 13F -9,325 shares

    1.6% of the 13F portfolio, value $102,835,957.

    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 113,206 shares
    Change vs previous 13F -1,266 shares

    1.72% of the 13F portfolio, value $107,067,971.

    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 114,472 shares
    Change vs previous 13F -1,327 shares

    1.57% of the 13F portfolio, value $104,887,259.

    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 115,799 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $102,658,130.

    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).