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Evercore Wealth Management, LLC: NET position timeline

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

Evercore Wealth Management, LLC held 21,400 NET 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 21,400 shares
    Change vs previous 13F -4,180 shares

    0.07% of the 13F portfolio, value $5,248,992.

    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 25,580 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,278,177.

    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).