Evergreen Private Wealth LLC: FMDE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evergreen Private Wealth LLC on FMDE, newest first. How the timeline and the estimate are built.
Evergreen Private Wealth LLC held 27,945 FMDE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 27,945 sharesChange vs previous 13F -1,613 shares
0.42% of the 13F portfolio, value $1,134,008.
13F-HR 0002010098-26-000004 filed by Evergreen Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,558 sharesChange vs previous 13F +572 shares
0.43% of the 13F portfolio, value $1,062,906.
13F-HR 0002010098-26-000003 filed by Evergreen Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,986 sharesChange vs previous 13F +544 shares
0.42% of the 13F portfolio, value $1,054,511.
13F-HR 0002010098-26-000001 filed by Evergreen Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,442 sharesChange vs previous 13F +2,149 shares
0.42% of the 13F portfolio, value $1,028,178.
13F-HR 0002010098-25-000008 filed by Evergreen Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,293 sharesChange vs previous 13F -2,627 shares
0.38% of the 13F portfolio, value $904,866.
13F-HR 0002010098-25-000004 filed by Evergreen Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 28,920 sharesChange vs previous 13F -62 shares
0.42% of the 13F portfolio, value $906,353.
13F-HR 0002010098-25-000003 filed by Evergreen Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,982 sharesChange vs previous 13F +1,075 shares
0.45% of the 13F portfolio, value $952,059.
13F-HR 0002010098-25-000002 filed by Evergreen Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 27,907 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $897,489.
13F-HR 0002010098-24-000006 filed by Evergreen Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).