EVERGREEN CAPITAL MANAGEMENT LLC: BHE position timeline

EVERGREEN CAPITAL MANAGEMENT LLC held 3,471 BHE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,471 shares

   Change vs previous 13F -140 shares

   0.01% of the 13F portfolio, value $343,039.

   13F-HR 0001172661-26-002761 filed by EVERGREEN CAPITAL MANAGEMENT LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,611 shares

   Change vs previous 13F +3,611 shares

   <0.01% of the 13F portfolio, value $202,998.

   13F-HR 0001172661-26-001935 filed by EVERGREEN CAPITAL MANAGEMENT LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -4,814 shares

   13F-HR 0001172661-25-002001 filed by EVERGREEN CAPITAL MANAGEMENT LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 4,814 shares

   Change vs previous 13F +56 shares

   0.01% of the 13F portfolio, value $219,374.

   13F-HR 0001172661-25-000819 filed by EVERGREEN CAPITAL MANAGEMENT LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 4,758 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $211,684.

   13F-HR 0001172661-24-004877 filed by EVERGREEN CAPITAL MANAGEMENT LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).