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Evercore Wealth Management, LLC: PG position timeline

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

Evercore Wealth Management, LLC held 60,544 PG 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 60,544 shares
    Change vs previous 13F -1,187 shares

    0.13% of the 13F portfolio, value $8,878,174.

    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 61,731 shares
    Change vs previous 13F -5,468 shares

    0.14% of the 13F portfolio, value $8,916,414.

    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 67,199 shares
    Change vs previous 13F -1,823 shares

    0.14% of the 13F portfolio, value $9,630,244.

    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 69,022 shares
    Change vs previous 13F -2,977 shares

    0.16% of the 13F portfolio, value $10,605,232.

    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 71,999 shares
    Change vs previous 13F -2,007 shares

    0.18% of the 13F portfolio, value $11,470,831.

    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 74,006 shares
    Change vs previous 13F -2,155 shares

    0.2% of the 13F portfolio, value $12,612,035.

    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 76,161 shares
    Change vs previous 13F -520 shares

    0.19% of the 13F portfolio, value $12,768,374.

    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 76,681 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $13,281,206.

    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).