Evergreen Wealth Management, LLC: DHIL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evergreen Wealth Management, LLC on DHIL, newest first. How the timeline and the estimate are built.
Evergreen Wealth Management, LLC held 0 DHIL shares at 2025-09-30 per its 13F-HR filed 2025-11-03.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -10,628 shares
13F-HR 0002085853-25-000212 filed by Evergreen Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 10,628 sharesChange vs previous 13F -3,994 shares
0.87% of the 13F portfolio, value $1,544,404.
13F-HR 0001667731-25-001042 filed by Evergreen Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,622 sharesChange vs previous 13F -12,557 shares
1.25% of the 13F portfolio, value $2,088,601.
13F-HR 0001667731-25-000590 filed by Evergreen Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 27,179 sharesChange vs previous 13F +725 shares
2.49% of the 13F portfolio, value $4,215,534.
13F-HR 0001667731-25-000193 filed by Evergreen Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,454 sharesChange vs previous 13F not available
2.57% of the 13F portfolio, value $4,275,234.
13F-HR 0001965292-24-000004 filed by Evergreen Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).