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Disclosery

Evergreen Private Wealth LLC: ROST position timeline

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

Evergreen Private Wealth LLC held 37,575 ROST 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 37,575 shares
    Change vs previous 13F -560 shares

    3% of the 13F portfolio, value $8,102,963.

    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 38,135 shares
    Change vs previous 13F -2,077 shares

    3.34% of the 13F portfolio, value $8,257,326.

    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 40,212 shares
    Change vs previous 13F +3,433 shares

    2.86% of the 13F portfolio, value $7,243,860.

    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 36,779 shares
    Change vs previous 13F +291 shares

    2.27% of the 13F portfolio, value $5,604,752.

    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 36,488 shares
    Change vs previous 13F +2,689 shares

    1.95% of the 13F portfolio, value $4,655,139.

    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 33,799 shares
    Change vs previous 13F +1,291 shares

    2.02% of the 13F portfolio, value $4,319,225.

    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 32,508 shares
    Change vs previous 13F +207 shares

    2.3% of the 13F portfolio, value $4,917,521.

    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 32,301 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $4,861,641.

    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).