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Evergreen Advisors, LLC: VMBS position timeline

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

Evergreen Advisors, LLC held 714,446 VMBS 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 714,446 shares
    Change vs previous 13F +21,612 shares

    7.14% of the 13F portfolio, value $33,443,218.

    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 692,834 shares
    Change vs previous 13F +27,022 shares

    7.64% of the 13F portfolio, value $32,528,542.

    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 665,812 shares
    Change vs previous 13F +20,038 shares

    7.64% of the 13F portfolio, value $31,346,411.

    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 645,774 shares
    Change vs previous 13F +1,307 shares

    7.93% of the 13F portfolio, value $29,925,162.

    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 644,467 shares
    Change vs previous 13F +9,857 shares

    8.28% of the 13F portfolio, value $29,845,248.

    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 634,610 shares
    Change vs previous 13F +82,246 shares

    7.87% of the 13F portfolio, value $28,773,234.

    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 552,364 shares
    Change vs previous 13F not available

    7.2% of the 13F portfolio, value $26,077,104.

    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).