EVERGREEN CAPITAL MANAGEMENT LLC: XYZ position timeline

EVERGREEN CAPITAL MANAGEMENT LLC held 11,343 XYZ 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 11,343 shares

   Change vs previous 13F +2,535 shares

   0.02% of the 13F portfolio, value $862,068.

   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 8,808 shares

   Change vs previous 13F +2,672 shares

   0.01% of the 13F portfolio, value $530,066.

   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 6,136 shares

   Change vs previous 13F +2,054 shares

   0.01% of the 13F portfolio, value $399,394.

   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 4,082 shares

   Change vs previous 13F +1,026 shares

   0.01% of the 13F portfolio, value $295,008.

   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 3,056 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $207,595.

   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).