Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

HWEL holding history

Healthwell Acquisition Corp. I 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.

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

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of HWEL by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−13,000−100.0%	Sold out	Holders
Q2 2023	13,000	$133.6K	<0.1%	00.0%	Unchanged	Holders
Q1 2023	13,000	$131.9K	<0.1%	+13,000	New	Holders