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Evergreen Private Wealth LLC: XSOE position timeline

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

Evergreen Private Wealth LLC held 164,755 XSOE 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 164,755 shares
    Change vs previous 13F -3,983 shares

    3% of the 13F portfolio, value $8,102,632.

    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 168,738 shares
    Change vs previous 13F -1,161 shares

    2.73% of the 13F portfolio, value $6,766,399.

    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 169,899 shares
    Change vs previous 13F -4,870 shares

    2.61% of the 13F portfolio, value $6,629,442.

    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 174,769 shares
    Change vs previous 13F -4,740 shares

    2.69% of the 13F portfolio, value $6,630,719.

    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 179,509 shares
    Change vs previous 13F +5,066 shares

    2.59% of the 13F portfolio, value $6,189,468.

    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 174,443 shares
    Change vs previous 13F +2,685 shares

    2.52% of the 13F portfolio, value $5,385,045.

    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 171,758 shares
    Change vs previous 13F +672 shares

    2.45% of the 13F portfolio, value $5,235,187.

    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 171,086 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $5,650,981.

    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).