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Evergreen Advisors, LLC: SCHB position timeline

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

Evergreen Advisors, LLC held 6,300,530 SCHB 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 6,300,530 shares
    Change vs previous 13F +20,378 shares

    38.94% of the 13F portfolio, value $182,463,343.

    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 6,280,152 shares
    Change vs previous 13F +112,717 shares

    37.02% of the 13F portfolio, value $157,631,813.

    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 6,167,435 shares
    Change vs previous 13F -2,805 shares

    39.45% of the 13F portfolio, value $161,771,823.

    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 6,170,240 shares
    Change vs previous 13F -104,227 shares

    38.95% of the 13F portfolio, value $147,036,809.

    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 6,274,467 shares
    Change vs previous 13F -92,406 shares

    37.5% of the 13F portfolio, value $135,089,268.

    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 6,366,873 shares
    Change vs previous 13F +4,160,555 shares

    39.51% of the 13F portfolio, value $144,528,009.

    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 2,206,318 shares
    Change vs previous 13F not available

    40.52% of the 13F portfolio, value $146,764,241.

    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).