EVERGREEN CAPITAL MANAGEMENT LLC: TER position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EVERGREEN CAPITAL MANAGEMENT LLC on TER, newest first. How the timeline and the estimate are built.
EVERGREEN CAPITAL MANAGEMENT LLC held 1,731 TER shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 1,731 sharesChange vs previous 13F -129 shares
0.01% of the 13F portfolio, value $837,751.
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 1,860 sharesChange vs previous 13F +106 shares
0.01% of the 13F portfolio, value $551,554.
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 1,754 sharesChange vs previous 13F +73 shares
0.01% of the 13F portfolio, value $339,483.
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 1,681 sharesChange vs previous 13F +1,681 shares
0.01% of the 13F portfolio, value $231,332.
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 ended2024-12-3113F 0 sharesChange vs previous 13F -1,676 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 1,676 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $224,481.
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).