Position in J
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,107,036
-$11,246 QoQ
Shares Held
8,786
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#378
of 859 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in J Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Evercore Wealth Management, LLC holds $224,285,022 across 3 Engineering & Construction names. J ranks #2 (0.5% of the industry book) .
All Filings in J
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,107,036 | 8,786 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,118,282 | 8,786 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,163,793 | 8,786 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,316,669 | 8,786 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,154,919 | 8,786 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,481,023 | 12,251 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,667,042 | 12,476 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,633,108 | 12,476 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,743,022 | 12,476 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,189,268 | 14,241 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,911,304 | 14,725 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,254,433 | 16,516 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,964,062 | 16,520 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,150,314 | 18,299 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,293,215 | 19,099 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,092,553 | 19,288 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||