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Evergreen Private Wealth LLC: IBMP position timeline

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

Evergreen Private Wealth LLC held 52,013 IBMP 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 52,013 shares
    Change vs previous 13F -1,031 shares

    0.49% of the 13F portfolio, value $1,322,169.

    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 53,044 shares
    Change vs previous 13F +3,435 shares

    0.55% of the 13F portfolio, value $1,349,438.

    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 49,609 shares
    Change vs previous 13F +4,188 shares

    0.5% of the 13F portfolio, value $1,259,565.

    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 45,421 shares
    Change vs previous 13F +699 shares

    0.47% of the 13F portfolio, value $1,157,108.

    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 44,722 shares
    Change vs previous 13F -845 shares

    0.47% of the 13F portfolio, value $1,133,704.

    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 45,567 shares
    Change vs previous 13F +1,224 shares

    0.54% of the 13F portfolio, value $1,151,933.

    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 44,343 shares
    Change vs previous 13F +7,266 shares

    0.52% of the 13F portfolio, value $1,114,793.

    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 37,077 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $943,601.

    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).