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Disclosery

Evergreen Private Wealth LLC: TLH position timeline

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

Evergreen Private Wealth LLC held 84,245 TLH 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 84,245 shares
    Change vs previous 13F -499 shares

    3.13% of the 13F portfolio, value $8,453,952.

    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 84,744 shares
    Change vs previous 13F +3,089 shares

    3.45% of the 13F portfolio, value $8,535,427.

    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 81,655 shares
    Change vs previous 13F +4,703 shares

    3.27% of the 13F portfolio, value $8,301,909.

    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 76,952 shares
    Change vs previous 13F -760 shares

    3.21% of the 13F portfolio, value $7,925,261.

    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 77,712 shares
    Change vs previous 13F +7,313 shares

    3.31% of the 13F portfolio, value $7,895,555.

    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 70,399 shares
    Change vs previous 13F +1,448 shares

    3.41% of the 13F portfolio, value $7,303,931.

    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 68,951 shares
    Change vs previous 13F +27,871 shares

    3.22% of the 13F portfolio, value $6,863,399.

    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 41,080 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $4,491,262.

    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).