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Evercore Wealth Management, LLC: SPTM position timeline

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

Evercore Wealth Management, LLC held 66,631 SPTM 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 66,631 shares
    Change vs previous 13F +14,023 shares

    0.09% of the 13F portfolio, value $6,049,429.

    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 52,608 shares
    Change vs previous 13F +4,526 shares

    0.07% of the 13F portfolio, value $4,159,189.

    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 48,082 shares
    Change vs previous 13F +33,954 shares

    0.06% of the 13F portfolio, value $3,966,765.

    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 14,128 shares
    Change vs previous 13F +4,061 shares

    0.02% of the 13F portfolio, value $1,139,423.

    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 10,067 shares
    Change vs previous 13F +3,956 shares

    0.01% of the 13F portfolio, value $753,917.

    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 6,111 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $415,609.

    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).