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Evercore Wealth Management, LLC: CROX position timeline

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

Evercore Wealth Management, LLC held 594,858 CROX 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 594,858 shares
    Change vs previous 13F -43,289 shares

    1.02% of the 13F portfolio, value $71,763,669.

    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 638,147 shares
    Change vs previous 13F -127 shares

    0.83% of the 13F portfolio, value $52,978,964.

    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 638,274 shares
    Change vs previous 13F -97,955 shares

    0.8% of the 13F portfolio, value $54,585,192.

    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 736,229 shares
    Change vs previous 13F -57,995 shares

    0.9% of the 13F portfolio, value $61,511,933.

    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 794,224 shares
    Change vs previous 13F -1,656 shares

    1.25% of the 13F portfolio, value $80,439,006.

    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 795,880 shares
    Change vs previous 13F +56,771 shares

    1.36% of the 13F portfolio, value $84,522,456.

    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 739,109 shares
    Change vs previous 13F +60,730 shares

    1.21% of the 13F portfolio, value $80,954,608.

    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 678,379 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $98,236,063.

    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).