Position in TECH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$435,203
+$163,086 QoQ
Shares Held
6,160
+18.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#367
of 592 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TECH Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Evercore Wealth Management, LLC holds $2,636,880 across 5 Biotechnology names. TECH ranks #3 (16.5% of the industry book) .
All Filings in TECH
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,203 | 6,160 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $272,117 | 5,207 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $407,846 | 6,935 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $385,793 | 6,935 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $287,193 | 5,582 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $267,410 | 4,561 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $328,528 | 4,561 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $364,560 | 4,561 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $326,795 | 4,561 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $409,528 | 5,818 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $244,365 | 3,167 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $236,066 | 3,468 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $251,582 | 3,082 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $209,808 | 2,828 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $234,715 | 2,832 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $228,088 | 658 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $248,997 | 575 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $272,120 | 526 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $254,883 | 526 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $236,836 | 526 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $200,895 | 526 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||