Skip to content
Disclosery

Evercore Wealth Management, LLC: V position timeline

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

Evercore Wealth Management, LLC held 33,672 V 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 33,672 shares
    Change vs previous 13F +61 shares

    0.16% of the 13F portfolio, value $11,552,395.

    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 33,611 shares
    Change vs previous 13F -1,345 shares

    0.16% of the 13F portfolio, value $10,158,572.

    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 34,956 shares
    Change vs previous 13F -419 shares

    0.18% of the 13F portfolio, value $12,259,505.

    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 35,375 shares
    Change vs previous 13F -141 shares

    0.18% of the 13F portfolio, value $12,076,427.

    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 35,516 shares
    Change vs previous 13F -1,282 shares

    0.2% of the 13F portfolio, value $12,609,854.

    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 36,798 shares
    Change vs previous 13F -901 shares

    0.21% of the 13F portfolio, value $12,896,285.

    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 37,699 shares
    Change vs previous 13F -609 shares

    0.18% of the 13F portfolio, value $11,914,249.

    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 38,308 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $10,532,660.

    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).