Skip to content
Disclosery

Evergreen Private Wealth LLC: IBDR position timeline

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

Evergreen Private Wealth LLC held 155,968 IBDR 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 155,968 shares
    Change vs previous 13F +7,306 shares

    1.4% of the 13F portfolio, value $3,779,098.

    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 148,662 shares
    Change vs previous 13F +2,170 shares

    1.46% of the 13F portfolio, value $3,603,569.

    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 146,492 shares
    Change vs previous 13F +11,145 shares

    1.4% of the 13F portfolio, value $3,549,501.

    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 135,347 shares
    Change vs previous 13F -942 shares

    1.33% of the 13F portfolio, value $3,288,943.

    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 136,289 shares
    Change vs previous 13F +7,971 shares

    1.38% of the 13F portfolio, value $3,304,999.

    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 128,318 shares
    Change vs previous 13F +1,963 shares

    1.45% of the 13F portfolio, value $3,106,574.

    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 126,355 shares
    Change vs previous 13F +2,552 shares

    1.42% of the 13F portfolio, value $3,041,357.

    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 123,803 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $3,008,413.

    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).