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Evercore Wealth Management, LLC: VWO position timeline

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

Evercore Wealth Management, LLC held 214,877 VWO 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 214,877 shares
    Change vs previous 13F +6,113 shares

    0.18% of the 13F portfolio, value $12,826,008.

    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 208,764 shares
    Change vs previous 13F +66,679 shares

    0.18% of the 13F portfolio, value $11,283,694.

    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 142,085 shares
    Change vs previous 13F +11,696 shares

    0.11% of the 13F portfolio, value $7,638,490.

    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 130,389 shares
    Change vs previous 13F +35,987 shares

    0.1% of the 13F portfolio, value $7,064,476.

    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 94,402 shares
    Change vs previous 13F -5,855 shares

    0.07% of the 13F portfolio, value $4,669,123.

    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 100,257 shares
    Change vs previous 13F -5,098 shares

    0.07% of the 13F portfolio, value $4,537,632.

    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 105,355 shares
    Change vs previous 13F +4,482 shares

    0.07% of the 13F portfolio, value $4,639,835.

    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 100,873 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,826,773.

    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).