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Evergreen Private Wealth LLC: IBDS position timeline

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

Evergreen Private Wealth LLC held 156,823 IBDS 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 156,823 shares
    Change vs previous 13F +8,545 shares

    1.4% of the 13F portfolio, value $3,798,245.

    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 148,278 shares
    Change vs previous 13F +1,881 shares

    1.45% of the 13F portfolio, value $3,594,265.

    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 146,397 shares
    Change vs previous 13F +10,720 shares

    1.4% of the 13F portfolio, value $3,554,519.

    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 135,677 shares
    Change vs previous 13F -1,003 shares

    1.34% of the 13F portfolio, value $3,302,378.

    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 136,680 shares
    Change vs previous 13F +7,276 shares

    1.39% of the 13F portfolio, value $3,317,229.

    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 129,404 shares
    Change vs previous 13F +2,124 shares

    1.46% of the 13F portfolio, value $3,128,991.

    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 127,280 shares
    Change vs previous 13F +2,739 shares

    1.43% of the 13F portfolio, value $3,049,626.

    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 124,541 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $3,035,054.

    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).