Evercore Wealth Management, LLC: MRSH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evercore Wealth Management, LLC on MRSH, newest first. How the timeline and the estimate are built.
Evercore Wealth Management, LLC held 6,844 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 6,844 sharesChange vs previous 13F -1,200 shares
0.02% of the 13F portfolio, value $1,140,689.
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 8,044 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $1,395,232.
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 8,044 sharesChange vs previous 13F -45 shares
0.02% of the 13F portfolio, value $1,492,323.
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 8,089 sharesChange vs previous 13F -6 shares
0.02% of the 13F portfolio, value $1,630,176.
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 8,095 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $1,769,891.
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 8,095 sharesChange vs previous 13F -1 shares
0.03% of the 13F portfolio, value $1,975,423.
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 8,096 sharesChange vs previous 13F -2,153 shares
0.03% of the 13F portfolio, value $1,719,671.
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 10,249 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $2,286,449.
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).