Skip to content
Disclosery

Evergreen Private Wealth LLC: WM position timeline

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

Evergreen Private Wealth LLC held 26,279 WM 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 26,279 shares
    Change vs previous 13F +699 shares

    2.17% of the 13F portfolio, value $5,856,965.

    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 25,580 shares
    Change vs previous 13F -541 shares

    2.38% of the 13F portfolio, value $5,878,111.

    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 26,121 shares
    Change vs previous 13F +3,572 shares

    2.26% of the 13F portfolio, value $5,739,111.

    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 22,549 shares
    Change vs previous 13F -189 shares

    2.02% of the 13F portfolio, value $4,979,578.

    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 22,738 shares
    Change vs previous 13F +590 shares

    2.18% of the 13F portfolio, value $5,202,832.

    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 22,148 shares
    Change vs previous 13F +265 shares

    2.4% of the 13F portfolio, value $5,127,498.

    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 21,883 shares
    Change vs previous 13F +22 shares

    2.07% of the 13F portfolio, value $4,415,841.

    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 21,861 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $4,538,265.

    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).