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EVERGREEN CAPITAL MANAGEMENT LLC: MTBA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EVERGREEN CAPITAL MANAGEMENT LLC on MTBA, newest first. How the timeline and the estimate are built.

EVERGREEN CAPITAL MANAGEMENT LLC held 1,054,709 MTBA 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 1,054,709 shares
    Change vs previous 13F -7,139 shares

    0.91% of the 13F portfolio, value $51,754,563.

    13F-HR 0001172661-26-002761 filed by EVERGREEN CAPITAL MANAGEMENT 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 1,061,848 shares
    Change vs previous 13F -6,451 shares

    1.14% of the 13F portfolio, value $52,519,004.

    13F-HR 0001172661-26-001935 filed by EVERGREEN CAPITAL MANAGEMENT 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 1,068,299 shares
    Change vs previous 13F +912 shares

    1.2% of the 13F portfolio, value $53,852,974.

    13F-HR 0001172661-26-000334 filed by EVERGREEN CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,067,387 shares
    Change vs previous 13F -6,115 shares

    1.28% of the 13F portfolio, value $53,742,924.

    13F-HR 0001172661-25-004467 filed by EVERGREEN CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,073,502 shares
    Change vs previous 13F +14,635 shares

    1.62% of the 13F portfolio, value $53,771,723.

    13F-HR 0001172661-25-003310 filed by EVERGREEN CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,058,867 shares
    Change vs previous 13F +316,987 shares

    1.78% of the 13F portfolio, value $53,091,568.

    13F-HR 0001172661-25-002001 filed by EVERGREEN CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 741,880 shares
    Change vs previous 13F -69,800 shares

    1.2% of the 13F portfolio, value $36,864,033.

    13F-HR 0001172661-25-000819 filed by EVERGREEN CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 811,680 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $41,785,291.

    13F-HR 0001172661-24-004877 filed by EVERGREEN CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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