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Evergreen Private Wealth LLC: TMO position timeline

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

Evergreen Private Wealth LLC held 13,754 TMO 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 13,754 shares
    Change vs previous 13F +304 shares

    2.55% of the 13F portfolio, value $6,895,946.

    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 13,450 shares
    Change vs previous 13F +235 shares

    2.67% of the 13F portfolio, value $6,611,199.

    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 13,215 shares
    Change vs previous 13F +387 shares

    3.02% of the 13F portfolio, value $7,657,468.

    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 12,828 shares
    Change vs previous 13F +30 shares

    2.52% of the 13F portfolio, value $6,221,972.

    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 12,798 shares
    Change vs previous 13F +1,740 shares

    2.17% of the 13F portfolio, value $5,189,083.

    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 11,058 shares
    Change vs previous 13F +477 shares

    2.57% of the 13F portfolio, value $5,502,351.

    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 10,581 shares
    Change vs previous 13F +69 shares

    2.58% of the 13F portfolio, value $5,504,352.

    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 10,512 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $6,502,692.

    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).