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Disclosery

Evergreen Private Wealth LLC: SUSB position timeline

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

Evergreen Private Wealth LLC held 20,176 SUSB 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 20,176 shares
    Change vs previous 13F +11,579 shares

    0.19% of the 13F portfolio, value $504,198.

    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 8,597 shares
    Change vs previous 13F +1,809 shares

    0.09% of the 13F portfolio, value $215,484.

    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 6,788 shares
    Change vs previous 13F +168 shares

    0.07% of the 13F portfolio, value $171,329.

    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 6,620 shares
    Change vs previous 13F -406 shares

    0.07% of the 13F portfolio, value $167,552.

    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 7,026 shares
    Change vs previous 13F +516 shares

    0.07% of the 13F portfolio, value $176,844.

    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 6,510 shares
    Change vs previous 13F -26 shares

    0.08% of the 13F portfolio, value $162,685.

    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 6,536 shares
    Change vs previous 13F -1,076 shares

    0.08% of the 13F portfolio, value $161,439.

    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 7,612 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $191,518.

    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).