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
- period ended2026-06-3013F 1,465,035 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,672,216 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,657,751 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,681,006 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,678,470 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,583,420 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,221,832 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).