Position in EXPE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$382,122
-$86,756 QoQ
Shares Held
1,655
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXPE Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Mar 31, 2026Evercore Wealth Management, LLC holds $123,287,203 across 3 Travel Services names. EXPE ranks #2 (0.3% of the industry book) .
All Filings in EXPE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $382,122 | 1,655 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $468,878 | 1,655 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $353,756 | 1,655 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $372,276 | 2,207 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $370,996 | 2,207 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $411,230 | 2,207 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $326,680 | 2,207 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $278,059 | 2,207 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $309,799 | 2,249 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $341,375 | 2,249 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $231,804 | 2,249 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $298,415 | 2,728 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $270,422 | 2,787 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $246,243 | 2,811 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $255,961 | 2,732 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $267,325 | 2,819 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $551,593 | 2,819 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $508,726 | 2,815 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $461,378 | 2,815 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $460,843 | 2,815 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $484,517 | 2,815 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $372,706 | 2,815 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $258,749 | 2,822 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $231,393 | 2,815 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||