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Evergreen Wealth Management, LLC: BLV position timeline

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

Evergreen Wealth Management, LLC held 161,241 BLV 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 161,241 shares
    Change vs previous 13F +6,938 shares

    5.21% of the 13F portfolio, value $11,114,339.

    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 154,303 shares
    Change vs previous 13F +2,647 shares

    5.48% of the 13F portfolio, value $10,612,948.

    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 151,656 shares
    Change vs previous 13F +5,302 shares

    5.31% of the 13F portfolio, value $10,543,135.

    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 146,354 shares
    Change vs previous 13F +17,697 shares

    5.44% of the 13F portfolio, value $10,369,179.

    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 128,657 shares
    Change vs previous 13F +22,736 shares

    5.02% of the 13F portfolio, value $8,946,835.

    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 105,921 shares
    Change vs previous 13F +5,017 shares

    4.45% of the 13F portfolio, value $7,458,976.

    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 100,904 shares
    Change vs previous 13F +2,797 shares

    4.08% of the 13F portfolio, value $6,904,881.

    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 98,107 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $7,374,692.

    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).