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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

GBDC holding history

Golub Capital BDC, Inc. 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.

GBDC overviewAll 13F holders of GBDCFull Q2 2026 holdings

Shares (Q2 2026)
62,814
Value
$809.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of GBDC by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202662,814$809.0K<0.1%00.0%UnchangedHolders
Q1 202662,814$795.2K<0.1%+5,838+10.2%AddedHolders
Q4 202556,976$773.2K<0.1%00.0%UnchangedHolders
Q3 202556,976$780.0K<0.1%+7,138+14.3%AddedHolders
Q2 202549,838$730.1K<0.1%+588+1.2%AddedHolders
Q1 202549,250$745.6K<0.1%+9,000+22.4%AddedHolders
Q4 202440,250$610.2K<0.1%00.0%UnchangedHolders
Q3 202440,250$608.2K<0.1%00.0%UnchangedHolders
Q2 202440,250$632.3K<0.1%00.0%UnchangedHolders
Q1 202440,250$669.4K<0.1%00.0%UnchangedHolders
Q4 202340,250$607.8K<0.1%+2,263+6.0%AddedHolders
Q3 202337,987$557.3K<0.1%−7,013−15.6%ReducedHolders
Q2 202345,000$607.5K<0.1%00.0%UnchangedHolders
Q1 202345,000$610.2K<0.1%+5,000+12.5%AddedHolders
Q4 202240,000$526.4K<0.1%+5,900+17.3%AddedHolders
Q3 202234,100$423.0K<0.1%+7,250+27.0%AddedHolders
Q2 202226,850$348.0K<0.1%+6,798+33.9%AddedHolders
Q1 202220,052$305.0K<0.1%00.0%UnchangedHolders
Q4 202120,052$310.0K<0.1%+975+5.1%AddedHolders
Q3 202119,077$301.0K<0.1%+625+3.4%AddedHolders
Q2 202118,452$285.0K<0.1%00.0%UnchangedHolders
Q1 202118,452$269.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.