Evergreen Wealth Management, LLC: CB position timeline

Evergreen Wealth Management, LLC held 784 CB 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 784 shares

   Change vs previous 13F +35 shares

   0.13% of the 13F portfolio, value $267,159.

   13F-HR 0002085853-26-000919 filed by Evergreen Wealth Management, LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 749 shares

   Change vs previous 13F +51 shares

   0.13% of the 13F portfolio, value $243,975.

   13F-HR 0002085853-26-000553 filed by Evergreen Wealth Management, LLC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 698 shares

   Change vs previous 13F +698 shares

   0.11% of the 13F portfolio, value $217,970.

   13F-HR 0002085853-26-000211 filed by Evergreen Wealth Management, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -663 shares

   13F-HR 0001667731-25-001042 filed by Evergreen Wealth Management, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 663 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $200,089.

   13F-HR 0001667731-25-000590 filed by Evergreen Wealth Management, LLC
   Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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