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Evergreen Private Wealth LLC: QEFA position timeline

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

Evergreen Private Wealth LLC held 109,830 QEFA 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 109,830 shares
    Change vs previous 13F +743 shares

    3.94% of the 13F portfolio, value $10,654,692.

    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 109,087 shares
    Change vs previous 13F -2,052 shares

    4.11% of the 13F portfolio, value $10,172,115.

    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 111,139 shares
    Change vs previous 13F +8,441 shares

    3.97% of the 13F portfolio, value $10,077,001.

    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 102,698 shares
    Change vs previous 13F -1,192 shares

    3.66% of the 13F portfolio, value $9,028,199.

    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 103,890 shares
    Change vs previous 13F +5,532 shares

    3.71% of the 13F portfolio, value $8,865,990.

    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 98,358 shares
    Change vs previous 13F +14,023 shares

    3.63% of the 13F portfolio, value $7,765,992.

    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 84,335 shares
    Change vs previous 13F +336 shares

    2.87% of the 13F portfolio, value $6,115,166.

    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 83,999 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $6,760,324.

    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).