Skip to content
Disclosery

Evergreen Private Wealth LLC: IBDT position timeline

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

Evergreen Private Wealth LLC held 149,858 IBDT 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 149,858 shares
    Change vs previous 13F +8,375 shares

    1.4% of the 13F portfolio, value $3,783,918.

    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 141,483 shares
    Change vs previous 13F +1,772 shares

    1.45% of the 13F portfolio, value $3,583,770.

    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 139,711 shares
    Change vs previous 13F +9,647 shares

    1.4% of the 13F portfolio, value $3,556,340.

    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 130,064 shares
    Change vs previous 13F -957 shares

    1.35% of the 13F portfolio, value $3,319,239.

    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 131,021 shares
    Change vs previous 13F +7,031 shares

    1.4% of the 13F portfolio, value $3,330,554.

    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 123,990 shares
    Change vs previous 13F +2,269 shares

    1.46% of the 13F portfolio, value $3,131,992.

    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 121,721 shares
    Change vs previous 13F +2,477 shares

    1.42% of the 13F portfolio, value $3,030,859.

    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 119,244 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $3,044,306.

    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).