Evercore Wealth Management, LLC: GE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evercore Wealth Management, LLC on GE, newest first. How the timeline and the estimate are built.
Evercore Wealth Management, LLC held 10,784 GE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 10,784 sharesChange vs previous 13F +512 shares
0.06% of the 13F portfolio, value $4,030,305.
13F-HR 0001172661-26-003500 filed by Evercore Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,272 sharesChange vs previous 13F -38 shares
0.05% of the 13F portfolio, value $2,914,886.
13F-HR 0001172661-26-002269 filed by Evercore Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,310 sharesChange vs previous 13F -180 shares
0.05% of the 13F portfolio, value $3,175,789.
13F-HR 0001172661-26-000920 filed by Evercore Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,490 sharesChange vs previous 13F -143 shares
0.05% of the 13F portfolio, value $3,155,602.
13F-HR 0001172661-25-004885 filed by Evercore Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,633 sharesChange vs previous 13F -8 shares
0.04% of the 13F portfolio, value $2,736,828.
13F-HR 0001172661-25-003437 filed by Evercore Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,641 sharesChange vs previous 13F +205 shares
0.03% of the 13F portfolio, value $2,129,796.
13F-HR 0001172661-25-002000 filed by Evercore Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,436 sharesChange vs previous 13F +6 shares
0.03% of the 13F portfolio, value $1,740,621.
13F-HR 0001172661-25-000946 filed by Evercore Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,430 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,966,889.
13F-HR 0001172661-24-004741 filed by Evercore Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).