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Evergreen Private Wealth LLC: FSMD position timeline

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

Evergreen Private Wealth LLC held 126,854 FSMD 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 126,854 shares
    Change vs previous 13F +1,639 shares

    2.48% of the 13F portfolio, value $6,704,230.

    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 125,215 shares
    Change vs previous 13F -2,352 shares

    2.26% of the 13F portfolio, value $5,599,594.

    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 127,567 shares
    Change vs previous 13F +6,813 shares

    2.22% of the 13F portfolio, value $5,629,540.

    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 120,754 shares
    Change vs previous 13F -2,198 shares

    2.15% of the 13F portfolio, value $5,314,372.

    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 122,952 shares
    Change vs previous 13F +5,062 shares

    2.14% of the 13F portfolio, value $5,098,809.

    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 117,890 shares
    Change vs previous 13F +1,232 shares

    2.16% of the 13F portfolio, value $4,616,582.

    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 116,658 shares
    Change vs previous 13F -390 shares

    2.25% of the 13F portfolio, value $4,802,808.

    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 117,048 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $4,845,803.

    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).