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Evergreen Advisors, LLC: SPY position timeline

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

Evergreen Advisors, LLC held 4,538 SPY 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 4,538 shares
    Change vs previous 13F -61 shares

    0.72% of the 13F portfolio, value $3,388,842.

    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 4,599 shares
    Change vs previous 13F -521 shares

    0.7% of the 13F portfolio, value $2,990,914.

    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 5,120 shares
    Change vs previous 13F -112 shares

    0.85% of the 13F portfolio, value $3,491,430.

    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 5,232 shares
    Change vs previous 13F -21 shares

    0.86% of the 13F portfolio, value $3,232,591.

    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 5,253 shares
    Change vs previous 13F -611 shares

    0.82% of the 13F portfolio, value $2,938,476.

    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 5,864 shares
    Change vs previous 13F -1,259 shares

    0.94% of the 13F portfolio, value $3,436,773.

    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 7,123 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $4,086,892.

    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).