Skip to content
Disclosery

Evergreen Advisors, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evergreen Advisors, LLC on AGG, newest first. How the timeline and the estimate are built.

Evergreen Advisors, LLC held 8,101 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,101 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $801,837.

    13F-HR 0001762294-26-000004 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,101 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $804,186.

    13F-HR 0001762294-26-000003 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,101 shares
    Change vs previous 13F -934 shares

    0.2% of the 13F portfolio, value $809,128.

    13F-HR 0001762294-26-000001 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 9,035 shares
    Change vs previous 13F -404 shares

    0.24% of the 13F portfolio, value $896,272.

    13F-HR 0001762294-25-000005 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 9,439 shares
    Change vs previous 13F -303 shares

    0.26% of the 13F portfolio, value $933,706.

    13F-HR 0001483467-25-000005 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 9,742 shares
    Change vs previous 13F -3,765 shares

    0.26% of the 13F portfolio, value $944,000.

    13F-HR 0001762294-25-000002 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 13,507 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,367,854.

    13F-HR 0001762294-24-000003 filed by Evergreen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).