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Evercore Wealth Management, LLC: VOO position timeline

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

Evercore Wealth Management, LLC held 146,121 VOO 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 146,121 shares
    Change vs previous 13F +20,657 shares

    1.42% of the 13F portfolio, value $100,357,364.

    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 125,464 shares
    Change vs previous 13F +16,815 shares

    1.18% of the 13F portfolio, value $74,971,013.

    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 108,649 shares
    Change vs previous 13F +24,272 shares

    1% of the 13F portfolio, value $68,137,048.

    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 84,377 shares
    Change vs previous 13F +16,066 shares

    0.76% of the 13F portfolio, value $51,670,787.

    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 68,311 shares
    Change vs previous 13F +6,980 shares

    0.6% of the 13F portfolio, value $38,802,697.

    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 61,331 shares
    Change vs previous 13F +2,829 shares

    0.51% of the 13F portfolio, value $31,518,614.

    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 58,502 shares
    Change vs previous 13F +2,424 shares

    0.47% of the 13F portfolio, value $31,521,462.

    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 56,078 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $29,590,678.

    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).