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Evergreen Private Wealth LLC: MMIT position timeline

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

Evergreen Private Wealth LLC held 157,574 MMIT 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 157,574 shares
    Change vs previous 13F +79,894 shares

    1.42% of the 13F portfolio, value $3,836,917.

    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 77,680 shares
    Change vs previous 13F +3,616 shares

    0.76% of the 13F portfolio, value $1,872,481.

    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 74,064 shares
    Change vs previous 13F +8,325 shares

    0.71% of the 13F portfolio, value $1,801,975.

    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 65,739 shares
    Change vs previous 13F -6 shares

    0.65% of the 13F portfolio, value $1,597,456.

    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 65,745 shares
    Change vs previous 13F -679 shares

    0.66% of the 13F portfolio, value $1,568,023.

    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 66,424 shares
    Change vs previous 13F +2,864 shares

    0.74% of the 13F portfolio, value $1,592,178.

    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 63,560 shares
    Change vs previous 13F +8,120 shares

    0.72% of the 13F portfolio, value $1,526,079.

    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 55,440 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,363,815.

    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).