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Evercore Wealth Management, LLC: HD position timeline

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

Evercore Wealth Management, LLC held 429,314 HD 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 429,314 shares
    Change vs previous 13F -2,885 shares

    2.14% of the 13F portfolio, value $151,410,555.

    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 432,199 shares
    Change vs previous 13F -8,119 shares

    2.24% of the 13F portfolio, value $142,145,983.

    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 440,318 shares
    Change vs previous 13F -4,762 shares

    2.22% of the 13F portfolio, value $151,513,417.

    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 445,080 shares
    Change vs previous 13F -5,662 shares

    2.65% of the 13F portfolio, value $180,342,076.

    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 450,742 shares
    Change vs previous 13F -9,652 shares

    2.57% of the 13F portfolio, value $165,260,078.

    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 460,394 shares
    Change vs previous 13F -7,399 shares

    2.72% of the 13F portfolio, value $168,729,899.

    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 467,793 shares
    Change vs previous 13F -173 shares

    2.73% of the 13F portfolio, value $181,966,663.

    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 467,966 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $189,619,882.

    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).