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Evercore Wealth Management, LLC: EFA position timeline

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

Evercore Wealth Management, LLC held 181,663 EFA 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 181,663 shares
    Change vs previous 13F +2,431 shares

    0.27% of the 13F portfolio, value $18,871,198.

    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 179,232 shares
    Change vs previous 13F -1,269 shares

    0.27% of the 13F portfolio, value $17,408,852.

    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 180,501 shares
    Change vs previous 13F +6,294 shares

    0.25% of the 13F portfolio, value $17,333,558.

    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 174,207 shares
    Change vs previous 13F -3,640 shares

    0.24% of the 13F portfolio, value $16,265,734.

    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 177,847 shares
    Change vs previous 13F -976 shares

    0.25% of the 13F portfolio, value $15,897,768.

    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 178,823 shares
    Change vs previous 13F -5,705 shares

    0.24% of the 13F portfolio, value $14,615,218.

    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 184,528 shares
    Change vs previous 13F -6,105 shares

    0.21% of the 13F portfolio, value $13,952,175.

    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 190,633 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $15,942,596.

    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).