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Evercore Wealth Management, LLC: FIX position timeline

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

Evercore Wealth Management, LLC held 112,392 FIX 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 112,392 shares
    Change vs previous 13F -21,916 shares

    3.15% of the 13F portfolio, value $222,755,323.

    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 134,308 shares
    Change vs previous 13F -20,929 shares

    2.91% of the 13F portfolio, value $185,209,389.

    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 155,237 shares
    Change vs previous 13F -4,043 shares

    2.12% of the 13F portfolio, value $144,881,141.

    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 159,280 shares
    Change vs previous 13F +610 shares

    1.93% of the 13F portfolio, value $131,434,670.

    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 158,670 shares
    Change vs previous 13F +32,137 shares

    1.32% of the 13F portfolio, value $85,080,441.

    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 126,533 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $40,785,382.

    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).