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Disclosery

Evergreen Private Wealth LLC: IVW position timeline

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

Evergreen Private Wealth LLC held 6,742 IVW 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 6,742 shares
    Change vs previous 13F -303 shares

    0.34% of the 13F portfolio, value $927,296.

    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 7,045 shares
    Change vs previous 13F +506 shares

    0.32% of the 13F portfolio, value $796,855.

    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 6,539 shares
    Change vs previous 13F -446 shares

    0.32% of the 13F portfolio, value $806,057.

    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 6,985 shares
    Change vs previous 13F +159 shares

    0.34% of the 13F portfolio, value $843,287.

    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 6,826 shares
    Change vs previous 13F -403 shares

    0.31% of the 13F portfolio, value $751,596.

    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 7,229 shares
    Change vs previous 13F -350 shares

    0.31% of the 13F portfolio, value $671,113.

    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 7,579 shares
    Change vs previous 13F +118 shares

    0.36% of the 13F portfolio, value $769,545.

    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 7,461 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $714,437.

    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).