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Evergreen Advisors, LLC: SMBK position timeline

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

Evergreen Advisors, LLC held 11,862 SMBK 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 11,862 shares
    Change vs previous 13F +26 shares

    0.12% of the 13F portfolio, value $556,572.

    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 11,836 shares
    Change vs previous 13F +24 shares

    0.11% of the 13F portfolio, value $462,553.

    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 11,812 shares
    Change vs previous 13F +51 shares

    0.11% of the 13F portfolio, value $436,943.

    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 11,761 shares
    Change vs previous 13F +29 shares

    0.11% of the 13F portfolio, value $397,294.

    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 11,732 shares
    Change vs previous 13F +26 shares

    0.1% of the 13F portfolio, value $364,631.

    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 11,706 shares
    Change vs previous 13F +26 shares

    0.1% of the 13F portfolio, value $362,641.

    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 11,680 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $340,358.

    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).