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Evercore Wealth Management, LLC: SHW position timeline

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

Evercore Wealth Management, LLC held 92,530 SHW 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 92,530 shares
    Change vs previous 13F -2,952 shares

    0.45% of the 13F portfolio, value $31,859,929.

    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 95,482 shares
    Change vs previous 13F -3,336 shares

    0.48% of the 13F portfolio, value $30,606,755.

    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 98,818 shares
    Change vs previous 13F -1,205 shares

    0.47% of the 13F portfolio, value $32,019,996.

    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 100,023 shares
    Change vs previous 13F -1,814 shares

    0.51% of the 13F portfolio, value $34,633,964.

    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 101,837 shares
    Change vs previous 13F -1,870 shares

    0.54% of the 13F portfolio, value $34,966,752.

    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 103,707 shares
    Change vs previous 13F -2,354 shares

    0.58% of the 13F portfolio, value $36,213,448.

    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 106,061 shares
    Change vs previous 13F +183 shares

    0.54% of the 13F portfolio, value $36,053,316.

    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 105,878 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $40,410,457.

    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).