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Evercore Wealth Management, LLC: DXJ position timeline

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

Evercore Wealth Management, LLC held 310,765 DXJ 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 310,765 shares
    Change vs previous 13F +3,141 shares

    0.76% of the 13F portfolio, value $53,923,943.

    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 307,624 shares
    Change vs previous 13F +17,963 shares

    0.77% of the 13F portfolio, value $48,783,014.

    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 289,661 shares
    Change vs previous 13F -8,211 shares

    0.61% of the 13F portfolio, value $41,757,530.

    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 297,872 shares
    Change vs previous 13F -1,041 shares

    0.56% of the 13F portfolio, value $38,136,552.

    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 298,913 shares
    Change vs previous 13F +10,203 shares

    0.53% of the 13F portfolio, value $34,156,788.

    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 288,710 shares
    Change vs previous 13F +16,737 shares

    0.51% of the 13F portfolio, value $31,810,068.

    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 271,973 shares
    Change vs previous 13F +80,390 shares

    0.45% of the 13F portfolio, value $29,995,902.

    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 191,583 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $20,307,798.

    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).