Evercore Wealth Management, LLC: JBL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evercore Wealth Management, LLC on JBL, newest first. How the timeline and the estimate are built.
Evercore Wealth Management, LLC held 31,740 JBL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 31,740 sharesChange vs previous 13F -1,056 shares
0.17% of the 13F portfolio, value $12,235,135.
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 32,796 sharesChange vs previous 13F -3,044 shares
0.14% of the 13F portfolio, value $8,711,601.
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 35,840 sharesChange vs previous 13F -200 shares
0.12% of the 13F portfolio, value $8,172,237.
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 36,040 sharesChange vs previous 13F -500 shares
0.11% of the 13F portfolio, value $7,826,807.
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 36,540 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $7,969,374.
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 36,540 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $4,971,998.
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 36,540 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $5,258,106.
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 36,540 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $4,378,588.
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).