Evercore Wealth Management, LLC
Position in CNDA — Concord Acquisition Corp II
CIK 1482689
New York, NY
Position in CNDA
as of Mar 31, 2024
· filed May 15, 2024
Position Value
$138,903
+$1,784 QoQ
Shares Held
13,210
0.0% QoQ
Ownership
0.188%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNDA Over Time
Shares Held
Position Value (USD)
Position in Shell Companies
Financial Services · as of Jun 30, 2026Evercore Wealth Management, LLC holds $1,531,229 across 15 Shell Companies names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDWD |
Tailwind 2.0 Acquisition Corp.
|
46,400 | $232,928 | |
| 2 | ALIS |
Calisa Acquisition Corp
|
33,180 | $168,388 | |
| 3 | FIGX |
FIGX Capital Acquisition Corp.
|
15,940 | $163,066 | |
| 4 | CUB |
Lionheart Holdings
|
15,100 | $162,627 | |
| 5 | MBVI |
M3-Brigade Acquisition VI Corp.
|
15,999 | $162,069 | |
| 6 | APMC |
AmperCap Acquisition Co
|
13,850 | $136,976 | |
| 7 | TWLV |
Twelve Seas Investment Co III/Cayman
|
27,220 | $135,963 | |
| 8 | MKLY |
McKinley Acquisition Corp
|
25,820 | $131,036 |
All Filings in CNDA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-03-31 | $138,903 | 13,210 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $137,119 | 13,210 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $112,860 | 11,000 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $111,540 | 11,000 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||