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Disclosery

Evergreen Private Wealth LLC: IJS position timeline

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

Evergreen Private Wealth LLC held 1,136 IJS 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 1,136 shares
    Change vs previous 13F -51 shares

    0.06% of the 13F portfolio, value $155,268.

    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 1,187 shares
    Change vs previous 13F +14 shares

    0.06% of the 13F portfolio, value $140,600.

    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 1,173 shares
    Change vs previous 13F -64 shares

    0.05% of the 13F portfolio, value $133,394.

    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 1,237 shares
    Change vs previous 13F +73 shares

    0.06% of the 13F portfolio, value $136,800.

    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 1,164 shares
    Change vs previous 13F -48 shares

    0.05% of the 13F portfolio, value $115,806.

    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 1,212 shares
    Change vs previous 13F -74 shares

    0.06% of the 13F portfolio, value $118,146.

    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 1,286 shares
    Change vs previous 13F +9 shares

    0.07% of the 13F portfolio, value $139,672.

    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 1,277 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $137,482.

    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).