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Evercore Wealth Management, LLC: MA position timeline

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

Evercore Wealth Management, LLC held 389,561 MA 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 389,561 shares
    Change vs previous 13F -2,501 shares

    2.83% of the 13F portfolio, value $200,078,529.

    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 392,062 shares
    Change vs previous 13F -7,117 shares

    3.08% of the 13F portfolio, value $195,897,699.

    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 399,179 shares
    Change vs previous 13F -6,348 shares

    3.34% of the 13F portfolio, value $227,883,308.

    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 405,527 shares
    Change vs previous 13F -6,891 shares

    3.38% of the 13F portfolio, value $230,667,813.

    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 412,418 shares
    Change vs previous 13F -8,670 shares

    3.6% of the 13F portfolio, value $231,754,171.

    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 421,088 shares
    Change vs previous 13F -15,807 shares

    3.72% of the 13F portfolio, value $230,806,754.

    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 436,895 shares
    Change vs previous 13F -1,916 shares

    3.45% of the 13F portfolio, value $230,055,800.

    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 438,811 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $216,684,872.

    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).