EVERGREEN CAPITAL MANAGEMENT LLC: IYH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EVERGREEN CAPITAL MANAGEMENT LLC on IYH, newest first. How the timeline and the estimate are built.
EVERGREEN CAPITAL MANAGEMENT LLC held 5,652 IYH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 5,652 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $378,774.
13F-HR 0001172661-26-002761 filed by EVERGREEN CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,652 sharesChange vs previous 13F -4,605 shares
0.01% of the 13F portfolio, value $348,420.
13F-HR 0001172661-26-001935 filed by EVERGREEN CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,257 sharesChange vs previous 13F +3,371 shares
0.01% of the 13F portfolio, value $667,763.
13F-HR 0001172661-26-000334 filed by EVERGREEN CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,886 sharesChange vs previous 13F +1,070 shares
0.01% of the 13F portfolio, value $404,375.
13F-HR 0001172661-25-004467 filed by EVERGREEN CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,816 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $328,516.
13F-HR 0001172661-25-003310 filed by EVERGREEN CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,816 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $354,166.
13F-HR 0001172661-25-002001 filed by EVERGREEN CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,816 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $338,927.
13F-HR 0001172661-25-000819 filed by EVERGREEN CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,816 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $378,072.
13F-HR 0001172661-24-004877 filed by EVERGREEN CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).