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Evergreen Private Wealth LLC: FENI position timeline

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

Evergreen Private Wealth LLC held 25,799 FENI 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 25,799 shares
    Change vs previous 13F -938 shares

    0.38% of the 13F portfolio, value $1,035,314.

    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 26,737 shares
    Change vs previous 13F +7,098 shares

    0.4% of the 13F portfolio, value $994,616.

    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 19,639 shares
    Change vs previous 13F -287 shares

    0.28% of the 13F portfolio, value $718,395.

    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 19,926 shares
    Change vs previous 13F +2,822 shares

    0.28% of the 13F portfolio, value $702,989.

    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 17,104 shares
    Change vs previous 13F -1,078 shares

    0.24% of the 13F portfolio, value $568,879.

    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 18,182 shares
    Change vs previous 13F +638 shares

    0.25% of the 13F portfolio, value $541,096.

    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 17,544 shares
    Change vs previous 13F +1,129 shares

    0.23% of the 13F portfolio, value $482,986.

    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 16,415 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $497,046.

    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).