Skip to content
Disclosery

Evergreen Advisors, LLC: SCHF position timeline

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

Evergreen Advisors, LLC held 2,478,368 SCHF 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 2,478,368 shares
    Change vs previous 13F +7,469 shares

    14.65% of the 13F portfolio, value $68,650,802.

    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 2,470,899 shares
    Change vs previous 13F +20,654 shares

    14.36% of the 13F portfolio, value $61,154,746.

    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 2,450,245 shares
    Change vs previous 13F +30,477 shares

    14.37% of the 13F portfolio, value $58,903,879.

    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 2,419,768 shares
    Change vs previous 13F -40,655 shares

    14.17% of the 13F portfolio, value $53,476,883.

    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 2,460,423 shares
    Change vs previous 13F -35,619 shares

    13.51% of the 13F portfolio, value $48,667,166.

    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 2,496,042 shares
    Change vs previous 13F +1,293,254 shares

    12.62% of the 13F portfolio, value $46,176,783.

    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 1,202,788 shares
    Change vs previous 13F not available

    13.66% of the 13F portfolio, value $49,458,656.

    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).