Evergreen Private Wealth LLC: EUFN position timeline

Evergreen Private Wealth LLC held 96,040 EUFN 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 96,040 shares

   Change vs previous 13F -997 shares

   1.38% of the 13F portfolio, value $3,744,589.

   13F-HR 0002010098-26-000004 filed by Evergreen Private Wealth 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 97,037 shares

   Change vs previous 13F +1,557 shares

   1.37% of the 13F portfolio, value $3,381,730.

   13F-HR 0002010098-26-000003 filed by Evergreen Private Wealth LLC
   Filed 2026-04-29 (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 95,480 shares

   Change vs previous 13F +6,323 shares

   1.4% of the 13F portfolio, value $3,541,343.

   13F-HR 0002010098-26-000001 filed by Evergreen Private Wealth LLC
   Filed 2026-01-28 (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 89,157 shares

   Change vs previous 13F -1,785 shares

   1.24% of the 13F portfolio, value $3,061,651.

   13F-HR 0002010098-25-000008 filed by Evergreen Private Wealth LLC
   Filed 2025-10-24 (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 90,942 shares

   Change vs previous 13F not available

   1.21% of the 13F portfolio, value $2,876,495.

   13F-HR 0002010098-25-000004 filed by Evergreen Private Wealth LLC
   Filed 2025-07-16 (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).