Skip to content
Disclosery

Evercore Wealth Management, LLC: VB position timeline

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

Evercore Wealth Management, LLC held 23,028 VB 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 23,028 shares
    Change vs previous 13F +307 shares

    0.1% of the 13F portfolio, value $6,980,247.

    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 22,721 shares
    Change vs previous 13F -2 shares

    0.09% of the 13F portfolio, value $5,951,084.

    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 22,723 shares
    Change vs previous 13F -1,290 shares

    0.09% of the 13F portfolio, value $5,861,398.

    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 24,013 shares
    Change vs previous 13F -528 shares

    0.09% of the 13F portfolio, value $6,106,026.

    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 24,541 shares
    Change vs previous 13F -50 shares

    0.09% of the 13F portfolio, value $5,815,726.

    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 24,591 shares
    Change vs previous 13F -13 shares

    0.09% of the 13F portfolio, value $5,453,054.

    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 24,604 shares
    Change vs previous 13F -2,229 shares

    0.09% of the 13F portfolio, value $5,911,849.

    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 26,833 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,365,056.

    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).