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Evergreen Wealth Management, LLC: BIV position timeline

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

Evergreen Wealth Management, LLC held 85,937 BIV 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 85,937 shares
    Change vs previous 13F +3,663 shares

    3.09% of the 13F portfolio, value $6,591,406.

    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 82,274 shares
    Change vs previous 13F +1,387 shares

    3.28% of the 13F portfolio, value $6,349,927.

    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 80,887 shares
    Change vs previous 13F +2,823 shares

    3.17% of the 13F portfolio, value $6,299,512.

    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 78,064 shares
    Change vs previous 13F -9,496 shares

    3.2% of the 13F portfolio, value $6,096,032.

    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 87,560 shares
    Change vs previous 13F +12,366 shares

    3.8% of the 13F portfolio, value $6,771,901.

    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 75,194 shares
    Change vs previous 13F +3,513 shares

    3.44% of the 13F portfolio, value $5,757,614.

    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 71,681 shares
    Change vs previous 13F +1,943 shares

    3.17% of the 13F portfolio, value $5,356,719.

    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 69,738 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $5,465,392.

    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).