Evercore Wealth Management, LLC
Holdings in ARCC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $59,442,961 | 2,938,357 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $48,806,146 | 2,391,286 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $36,593,549 | 1,666,373 | Shares | Other | 2025-08-14 |
| 2025-03-31 | $10,802,711 | 487,487 | Shares | Defined | 2025-05-15 |
| 2024-12-31 | $22,614,755 | 1,033,109 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $21,662,848 | 1,034,520 | Shares | Other | 2024-11-14 |
| 2024-06-30 | $8,603,314 | 412,827 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $8,595,057 | 412,827 | Shares | Other | 2024-05-15 |
| 2023-12-31 | $5,278,805 | 263,545 | Shares | Sole | 2024-02-14 |