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Evercore Wealth Management, LLC: ROP position timeline

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

Evercore Wealth Management, LLC held 29,760 ROP 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 29,760 shares
    Change vs previous 13F -5,933 shares

    0.14% of the 13F portfolio, value $10,070,487.

    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 35,693 shares
    Change vs previous 13F -3,178 shares

    0.2% of the 13F portfolio, value $12,630,325.

    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 38,871 shares
    Change vs previous 13F -2,556 shares

    0.25% of the 13F portfolio, value $17,302,648.

    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 41,427 shares
    Change vs previous 13F -573 shares

    0.3% of the 13F portfolio, value $20,659,231.

    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 42,000 shares
    Change vs previous 13F -2,971 shares

    0.37% of the 13F portfolio, value $23,807,280.

    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 44,971 shares
    Change vs previous 13F -4,746 shares

    0.43% of the 13F portfolio, value $26,514,002.

    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 49,717 shares
    Change vs previous 13F -3,611 shares

    0.39% of the 13F portfolio, value $25,845,383.

    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 53,328 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $29,673,833.

    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).