Skip to content
Disclosery

Evergreen Private Wealth LLC: BNDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evergreen Private Wealth LLC on BNDX, newest first. How the timeline and the estimate are built.

Evergreen Private Wealth LLC held 113,644 BNDX 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 113,644 shares
    Change vs previous 13F +4,536 shares

    2.04% of the 13F portfolio, value $5,503,773.

    13F-HR 0002010098-26-000004 filed by Evergreen Private Wealth 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 109,108 shares
    Change vs previous 13F +2,147 shares

    2.12% of the 13F portfolio, value $5,242,657.

    13F-HR 0002010098-26-000003 filed by Evergreen Private Wealth 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 106,961 shares
    Change vs previous 13F +8,576 shares

    2.04% of the 13F portfolio, value $5,168,357.

    13F-HR 0002010098-26-000001 filed by Evergreen Private Wealth 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 98,385 shares
    Change vs previous 13F -683 shares

    1.97% of the 13F portfolio, value $4,866,124.

    13F-HR 0002010098-25-000008 filed by Evergreen Private Wealth 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 99,068 shares
    Change vs previous 13F +6,171 shares

    2.06% of the 13F portfolio, value $4,904,864.

    13F-HR 0002010098-25-000004 filed by Evergreen Private Wealth 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 92,897 shares
    Change vs previous 13F +2,558 shares

    2.12% of the 13F portfolio, value $4,535,245.

    13F-HR 0002010098-25-000003 filed by Evergreen Private Wealth 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 90,339 shares
    Change vs previous 13F +1,988 shares

    2.08% of the 13F portfolio, value $4,431,137.

    13F-HR 0002010098-25-000002 filed by Evergreen Private Wealth 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 88,351 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $4,442,309.

    13F-HR 0002010098-24-000006 filed by Evergreen Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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