EVERGREEN CAPITAL MANAGEMENT LLC: EFV position timeline

EVERGREEN CAPITAL MANAGEMENT LLC held 15,096 EFV 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 15,096 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $1,155,599.

   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 15,096 shares

   Change vs previous 13F -1,484 shares

   0.02% of the 13F portfolio, value $1,122,388.

   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 ended2025-12-31

   13F 16,580 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $1,183,978.

   13F-HR 0001172661-26-000334 filed by EVERGREEN CAPITAL MANAGEMENT LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 16,580 shares

   Change vs previous 13F +5,015 shares

   0.03% of the 13F portfolio, value $1,124,622.

   13F-HR 0001172661-25-004467 filed by EVERGREEN CAPITAL MANAGEMENT LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 11,565 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $734,147.

   13F-HR 0001172661-25-003310 filed by EVERGREEN CAPITAL MANAGEMENT LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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