Skip to content

Evercore Wealth Management, LLC: VIK position timeline

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

Evercore Wealth Management, LLC held 1,465,035 VIK 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 1,465,035 shares
    Change vs previous 13F -207,181 shares

    2.17% of the 13F portfolio, value $153,345,213.

    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 1,672,216 shares
    Change vs previous 13F +14,465 shares

    1.93% of the 13F portfolio, value $122,874,431.

    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 1,657,751 shares
    Change vs previous 13F -23,255 shares

    1.73% of the 13F portfolio, value $118,379,999.

    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 1,681,006 shares
    Change vs previous 13F +2,536 shares

    1.53% of the 13F portfolio, value $104,491,333.

    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 1,678,470 shares
    Change vs previous 13F +95,050 shares

    1.39% of the 13F portfolio, value $89,445,666.

    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 1,583,420 shares
    Change vs previous 13F +361,588 shares

    1.01% of the 13F portfolio, value $62,940,945.

    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 1,221,832 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $53,833,918.

    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).