Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

FXF holding history

Invesco CurrencyShares Swiss Franc Trust in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FXF overview All 13F holders of FXF Full Q2 2026 holdings

Shares (Q2 2026): 2,450
Value: $267.2K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of FXF by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,450	$267.2K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	2,450	$270.5K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	2,450	$273.4K	<0.1%	+395+19.2%	Added	Holders
Q3 2025	2,055	$228.6K	<0.1%	+2,055	New	Holders