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Evercore Wealth Management, LLC: WMB position timeline

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

Evercore Wealth Management, LLC held 2,347,956 WMB 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 2,347,956 shares
    Change vs previous 13F -22,678 shares

    2.47% of the 13F portfolio, value $174,547,049.

    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 2,370,634 shares
    Change vs previous 13F -88,419 shares

    2.71% of the 13F portfolio, value $172,534,742.

    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 2,459,053 shares
    Change vs previous 13F -39,165 shares

    2.17% of the 13F portfolio, value $147,813,676.

    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 2,498,218 shares
    Change vs previous 13F -35,011 shares

    2.32% of the 13F portfolio, value $158,262,110.

    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 2,533,229 shares
    Change vs previous 13F -157,756 shares

    2.47% of the 13F portfolio, value $159,112,113.

    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 2,690,985 shares
    Change vs previous 13F -71,224 shares

    2.59% of the 13F portfolio, value $160,813,263.

    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 2,762,209 shares
    Change vs previous 13F -20,769 shares

    2.24% of the 13F portfolio, value $149,490,751.

    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 2,782,978 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $127,042,946.

    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).