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Evercore Wealth Management, LLC: IBIT position timeline

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

Evercore Wealth Management, LLC held 165,515 IBIT 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 165,515 shares
    Change vs previous 13F +14,684 shares

    0.08% of the 13F portfolio, value $5,509,994.

    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 150,831 shares
    Change vs previous 13F +28,579 shares

    0.09% of the 13F portfolio, value $5,794,927.

    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 122,252 shares
    Change vs previous 13F +92,411 shares

    0.09% of the 13F portfolio, value $6,069,811.

    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 29,841 shares
    Change vs previous 13F +14,483 shares

    0.03% of the 13F portfolio, value $1,939,665.

    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 15,358 shares
    Change vs previous 13F -2,688 shares

    0.01% of the 13F portfolio, value $940,063.

    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 18,046 shares
    Change vs previous 13F +1,000 shares

    0.01% of the 13F portfolio, value $844,733.

    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 17,046 shares
    Change vs previous 13F +3,546 shares

    0.01% of the 13F portfolio, value $904,290.

    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 13,500 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $487,755.

    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).