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Evercore Wealth Management, LLC: XLK position timeline

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

Evercore Wealth Management, LLC held 62,658 XLK 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 62,658 shares
    Change vs previous 13F +3,834 shares

    0.17% of the 13F portfolio, value $11,937,602.

    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 58,824 shares
    Change vs previous 13F -4,804 shares

    0.12% of the 13F portfolio, value $7,817,709.

    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 63,628 shares
    Change vs previous 13F +28,876 shares

    0.13% of the 13F portfolio, value $9,160,524.

    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 34,752 shares
    Change vs previous 13F -4,470 shares

    0.14% of the 13F portfolio, value $9,795,199.

    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 39,222 shares
    Change vs previous 13F -47 shares

    0.15% of the 13F portfolio, value $9,932,187.

    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 39,269 shares
    Change vs previous 13F -1,537 shares

    0.13% of the 13F portfolio, value $8,108,263.

    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 40,806 shares
    Change vs previous 13F -1,267 shares

    0.14% of the 13F portfolio, value $9,488,211.

    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 42,073 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $9,498,400.

    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).