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Evergreen Wealth Management, LLC: BRK-B position timeline

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

Evergreen Wealth Management, LLC held 20,554 BRK-B 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 20,554 shares
    Change vs previous 13F +889 shares

    4.82% of the 13F portfolio, value $10,284,877.

    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 19,665 shares
    Change vs previous 13F +6,176 shares

    4.86% of the 13F portfolio, value $9,423,439.

    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 13,489 shares
    Change vs previous 13F +365 shares

    3.41% of the 13F portfolio, value $6,780,014.

    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 13,124 shares
    Change vs previous 13F +87 shares

    3.46% of the 13F portfolio, value $6,597,709.

    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 13,037 shares
    Change vs previous 13F -1,457 shares

    3.55% of the 13F portfolio, value $6,332,946.

    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 14,494 shares
    Change vs previous 13F -343 shares

    4.61% of the 13F portfolio, value $7,719,324.

    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 14,837 shares
    Change vs previous 13F +997 shares

    3.97% of the 13F portfolio, value $6,725,526.

    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 13,840 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $6,369,901.

    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).