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Evercore Wealth Management, LLC: TMO position timeline

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

Evercore Wealth Management, LLC held 265,163 TMO 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 265,163 shares
    Change vs previous 13F -1,590 shares

    1.88% of the 13F portfolio, value $132,942,122.

    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 266,753 shares
    Change vs previous 13F -8,002 shares

    2.06% of the 13F portfolio, value $131,117,101.

    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 274,755 shares
    Change vs previous 13F -5,543 shares

    2.33% of the 13F portfolio, value $159,206,784.

    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 280,298 shares
    Change vs previous 13F -3,904 shares

    1.99% of the 13F portfolio, value $135,950,136.

    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 284,202 shares
    Change vs previous 13F -5,492 shares

    1.79% of the 13F portfolio, value $115,232,543.

    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 289,694 shares
    Change vs previous 13F -8,389 shares

    2.32% of the 13F portfolio, value $144,151,735.

    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 298,083 shares
    Change vs previous 13F -911 shares

    2.32% of the 13F portfolio, value $155,071,720.

    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 298,994 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $184,948,719.

    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).