Skip to content
Disclosery

Evergreen Wealth Management, LLC: DIS position timeline

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

Evergreen Wealth Management, LLC held 35,120 DIS 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 35,120 shares
    Change vs previous 13F -15,026 shares

    1.58% of the 13F portfolio, value $3,380,299.

    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 50,146 shares
    Change vs previous 13F -3,492 shares

    2.49% of the 13F portfolio, value $4,833,043.

    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 53,638 shares
    Change vs previous 13F +1,013 shares

    3.07% of the 13F portfolio, value $6,102,398.

    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 52,625 shares
    Change vs previous 13F -2,990 shares

    3.16% of the 13F portfolio, value $6,025,538.

    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 55,615 shares
    Change vs previous 13F +33,302 shares

    3.87% of the 13F portfolio, value $6,896,768.

    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 22,313 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,202,277.

    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).