Evercore Wealth Management, LLC
Position in FXF — Invesco CurrencyShares Swiss Franc Trust
CIK 1482689
New York, NY
Position in FXF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$267,172
-$3,332 QoQ
Shares Held
2,450
0.0% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 88 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FXF Over Time
Shares Held
Position Value (USD)
All Filings in FXF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,172 | 2,450 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $270,504 | 2,450 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $273,420 | 2,450 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $228,577 | 2,055 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||