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Evergreen Private Wealth LLC: IBMQ position timeline

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

Evergreen Private Wealth LLC held 51,630 IBMQ 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 51,630 shares
    Change vs previous 13F +195 shares

    0.49% of the 13F portfolio, value $1,320,688.

    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 51,435 shares
    Change vs previous 13F +2,252 shares

    0.53% of the 13F portfolio, value $1,313,125.

    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 49,183 shares
    Change vs previous 13F +4,088 shares

    0.5% of the 13F portfolio, value $1,257,842.

    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 45,095 shares
    Change vs previous 13F +1,285 shares

    0.47% of the 13F portfolio, value $1,156,244.

    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 43,810 shares
    Change vs previous 13F +573 shares

    0.47% of the 13F portfolio, value $1,113,218.

    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 43,237 shares
    Change vs previous 13F +2,443 shares

    0.51% of the 13F portfolio, value $1,093,467.

    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 40,794 shares
    Change vs previous 13F +4,157 shares

    0.48% of the 13F portfolio, value $1,027,181.

    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 36,637 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $939,005.

    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).