Skip to content
Disclosery

Evercore Wealth Management, LLC: TXN position timeline

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

Evercore Wealth Management, LLC held 37,238 TXN 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 37,238 shares
    Change vs previous 13F -2,734 shares

    0.16% of the 13F portfolio, value $11,099,531.

    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 39,972 shares
    Change vs previous 13F -2,934 shares

    0.12% of the 13F portfolio, value $7,760,164.

    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 42,906 shares
    Change vs previous 13F -3,938 shares

    0.11% of the 13F portfolio, value $7,443,762.

    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 46,844 shares
    Change vs previous 13F -1,325 shares

    0.13% of the 13F portfolio, value $8,606,648.

    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 48,169 shares
    Change vs previous 13F -1,395 shares

    0.16% of the 13F portfolio, value $10,000,847.

    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 49,564 shares
    Change vs previous 13F -2,944 shares

    0.14% of the 13F portfolio, value $8,906,651.

    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 52,508 shares
    Change vs previous 13F -1,238 shares

    0.15% of the 13F portfolio, value $9,845,775.

    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 53,746 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $11,102,311.

    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).