Skip to content
Disclosery

Evercore Wealth Management, LLC: PEP position timeline

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

Evercore Wealth Management, LLC held 82,719 PEP 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 82,719 shares
    Change vs previous 13F -977 shares

    0.16% of the 13F portfolio, value $11,200,152.

    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 83,696 shares
    Change vs previous 13F -8,607 shares

    0.2% of the 13F portfolio, value $12,997,152.

    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 92,303 shares
    Change vs previous 13F -4,837 shares

    0.19% of the 13F portfolio, value $13,247,327.

    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 97,140 shares
    Change vs previous 13F -3,670 shares

    0.2% of the 13F portfolio, value $13,642,341.

    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 100,810 shares
    Change vs previous 13F -780 shares

    0.21% of the 13F portfolio, value $13,310,953.

    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 101,590 shares
    Change vs previous 13F -10,893 shares

    0.25% of the 13F portfolio, value $15,232,405.

    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 112,483 shares
    Change vs previous 13F -2,543 shares

    0.26% of the 13F portfolio, value $17,104,165.

    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 115,026 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $19,560,171.

    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).