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Evergreen Private Wealth LLC: IBDX position timeline

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

Evergreen Private Wealth LLC held 145,453 IBDX 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 145,453 shares
    Change vs previous 13F +7,589 shares

    1.35% of the 13F portfolio, value $3,663,968.

    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 137,864 shares
    Change vs previous 13F +1,712 shares

    1.41% of the 13F portfolio, value $3,483,815.

    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 136,152 shares
    Change vs previous 13F +6,508 shares

    1.37% of the 13F portfolio, value $3,475,950.

    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 129,644 shares
    Change vs previous 13F -1,038 shares

    1.35% of the 13F portfolio, value $3,321,478.

    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 130,682 shares
    Change vs previous 13F +8,696 shares

    1.38% of the 13F portfolio, value $3,304,290.

    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 121,986 shares
    Change vs previous 13F +2,215 shares

    1.42% of the 13F portfolio, value $3,048,432.

    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 119,771 shares
    Change vs previous 13F +2,705 shares

    1.38% of the 13F portfolio, value $2,943,976.

    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 117,066 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $3,009,758.

    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).