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EVERGREEN CAPITAL MANAGEMENT LLC: UBS position timeline

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

EVERGREEN CAPITAL MANAGEMENT LLC held 269,605 UBS 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 269,605 shares
    Change vs previous 13F +242,280 shares

    0.23% of the 13F portfolio, value $13,361,625.

    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 27,325 shares
    Change vs previous 13F -13,983 shares

    0.02% of the 13F portfolio, value $1,067,588.

    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 41,308 shares
    Change vs previous 13F +1,503 shares

    0.04% of the 13F portfolio, value $1,912,974.

    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 39,805 shares
    Change vs previous 13F +11,187 shares

    0.04% of the 13F portfolio, value $1,632,005.

    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 28,618 shares
    Change vs previous 13F -1,570 shares

    0.03% of the 13F portfolio, value $967,861.

    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 30,188 shares
    Change vs previous 13F +2,237 shares

    0.03% of the 13F portfolio, value $924,659.

    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 27,951 shares
    Change vs previous 13F +3,634 shares

    0.03% of the 13F portfolio, value $847,475.

    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 24,317 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $751,639.

    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).