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Evergreen Wealth Management, LLC: AMGN position timeline

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

Evergreen Wealth Management, LLC held 4,964 AMGN shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,964 shares
    Change vs previous 13F +96 shares

    0.84% of the 13F portfolio, value $1,797,590.

    13F-HR 0002085853-26-000919 filed by Evergreen Wealth Management, 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 4,868 shares
    Change vs previous 13F -1,004 shares

    0.88% of the 13F portfolio, value $1,712,693.

    13F-HR 0002085853-26-000553 filed by Evergreen Wealth Management, 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 5,872 shares
    Change vs previous 13F +85 shares

    0.97% of the 13F portfolio, value $1,922,058.

    13F-HR 0002085853-26-000211 filed by Evergreen Wealth Management, 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 5,787 shares
    Change vs previous 13F -825 shares

    0.86% of the 13F portfolio, value $1,633,161.

    13F-HR 0002085853-25-000212 filed by Evergreen Wealth Management, 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 6,612 shares
    Change vs previous 13F -1,852 shares

    1.04% of the 13F portfolio, value $1,846,199.

    13F-HR 0001667731-25-001042 filed by Evergreen Wealth Management, 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 8,464 shares
    Change vs previous 13F +3,592 shares

    1.57% of the 13F portfolio, value $2,636,849.

    13F-HR 0001667731-25-000590 filed by Evergreen Wealth Management, 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 4,872 shares
    Change vs previous 13F -29 shares

    0.75% of the 13F portfolio, value $1,269,944.

    13F-HR 0001667731-25-000193 filed by Evergreen Wealth Management, 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 4,901 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,579,118.

    13F-HR 0001965292-24-000004 filed by Evergreen Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).