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Evergreen Private Wealth LLC: EOG position timeline

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

Evergreen Private Wealth LLC held 30,022 EOG 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 30,022 shares
    Change vs previous 13F +367 shares

    1.44% of the 13F portfolio, value $3,894,747.

    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 29,655 shares
    Change vs previous 13F -1,021 shares

    1.73% of the 13F portfolio, value $4,287,152.

    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 30,676 shares
    Change vs previous 13F +3,761 shares

    1.27% of the 13F portfolio, value $3,221,259.

    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 26,915 shares
    Change vs previous 13F -198 shares

    1.22% of the 13F portfolio, value $3,017,758.

    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 27,113 shares
    Change vs previous 13F +2,431 shares

    1.36% of the 13F portfolio, value $3,242,942.

    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 24,682 shares
    Change vs previous 13F +487 shares

    1.48% of the 13F portfolio, value $3,165,158.

    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 24,195 shares
    Change vs previous 13F -7 shares

    1.39% of the 13F portfolio, value $2,965,835.

    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 24,202 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $2,975,117.

    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).