Evercore Wealth Management, LLC: EIX position timeline

Evercore Wealth Management, LLC held 8,521 EIX 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 8,521 shares

   Change vs previous 13F -930 shares

   0.01% of the 13F portfolio, value $634,388.

   13F-HR 0001172661-26-003500 filed by Evercore Wealth Management, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 9,451 shares

   Change vs previous 13F +140 shares

   0.01% of the 13F portfolio, value $691,625.

   13F-HR 0001172661-26-002269 filed by Evercore Wealth Management, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 9,311 shares

   Change vs previous 13F +10 shares

   0.01% of the 13F portfolio, value $558,846.

   13F-HR 0001172661-26-000920 filed by Evercore Wealth Management, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 9,301 shares

   Change vs previous 13F +60 shares

   0.01% of the 13F portfolio, value $514,159.

   13F-HR 0001172661-25-004885 filed by Evercore Wealth Management, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 9,241 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $476,836.

   13F-HR 0001172661-25-003437 filed by Evercore Wealth Management, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).