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Evergreen Advisors, LLC: VIG position timeline

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

Evergreen Advisors, LLC held 6,883 VIG 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 6,883 shares
    Change vs previous 13F -12 shares

    0.35% of the 13F portfolio, value $1,628,666.

    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 6,895 shares
    Change vs previous 13F +1,091 shares

    0.35% of the 13F portfolio, value $1,482,871.

    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 5,804 shares
    Change vs previous 13F +131 shares

    0.31% of the 13F portfolio, value $1,275,625.

    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 5,673 shares
    Change vs previous 13F -1 shares

    0.31% of the 13F portfolio, value $1,161,087.

    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 5,674 shares
    Change vs previous 13F +26 shares

    0.31% of the 13F portfolio, value $1,100,694.

    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 5,648 shares
    Change vs previous 13F +44 shares

    0.3% of the 13F portfolio, value $1,105,993.

    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 5,604 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,110,022.

    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).