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Evergreen Private Wealth LLC: T position timeline

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

Evergreen Private Wealth LLC held 151,178 T 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 151,178 shares
    Change vs previous 13F +1,890 shares

    1.16% of the 13F portfolio, value $3,129,382.

    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 149,288 shares
    Change vs previous 13F +1,310 shares

    1.75% of the 13F portfolio, value $4,327,863.

    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 147,978 shares
    Change vs previous 13F -420 shares

    1.45% of the 13F portfolio, value $3,675,785.

    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 148,398 shares
    Change vs previous 13F -6,028 shares

    1.7% of the 13F portfolio, value $4,190,757.

    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 154,426 shares
    Change vs previous 13F -14,145 shares

    1.87% of the 13F portfolio, value $4,469,085.

    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 168,571 shares
    Change vs previous 13F +63 shares

    2.23% of the 13F portfolio, value $4,767,180.

    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 168,508 shares
    Change vs previous 13F -2,109 shares

    1.8% of the 13F portfolio, value $3,836,937.

    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 170,617 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $3,753,581.

    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).