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Evercore Wealth Management, LLC: DLN position timeline

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

Evercore Wealth Management, LLC held 1,035,464 DLN 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 1,035,464 shares
    Change vs previous 13F -10,966 shares

    1.41% of the 13F portfolio, value $99,735,892.

    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 1,046,430 shares
    Change vs previous 13F +12,571 shares

    1.47% of the 13F portfolio, value $93,477,592.

    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 1,033,859 shares
    Change vs previous 13F -16,552 shares

    1.33% of the 13F portfolio, value $91,062,300.

    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 1,050,411 shares
    Change vs previous 13F -21,956 shares

    1.34% of the 13F portfolio, value $91,417,269.

    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 1,072,367 shares
    Change vs previous 13F -18,679 shares

    1.37% of the 13F portfolio, value $88,084,225.

    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 1,091,046 shares
    Change vs previous 13F -43,030 shares

    1.39% of the 13F portfolio, value $86,596,321.

    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 1,134,076 shares
    Change vs previous 13F +3,545 shares

    1.32% of the 13F portfolio, value $88,219,772.

    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 1,130,531 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $88,814,515.

    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).