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Evergreen Wealth Management, LLC: ELV position timeline

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

Evergreen Wealth Management, LLC held 17,473 ELV 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 17,473 shares
    Change vs previous 13F -1,256 shares

    3.17% of the 13F portfolio, value $6,757,230.

    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 18,729 shares
    Change vs previous 13F +1,065 shares

    2.83% of the 13F portfolio, value $5,482,990.

    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 17,664 shares
    Change vs previous 13F +381 shares

    3.12% of the 13F portfolio, value $6,192,071.

    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 17,283 shares
    Change vs previous 13F +4,336 shares

    2.93% of the 13F portfolio, value $5,584,436.

    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 12,947 shares
    Change vs previous 13F +1,533 shares

    2.82% of the 13F portfolio, value $5,035,913.

    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 11,414 shares
    Change vs previous 13F +1,673 shares

    2.97% of the 13F portfolio, value $4,964,715.

    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 9,741 shares
    Change vs previous 13F +4,388 shares

    2.12% of the 13F portfolio, value $3,593,384.

    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 5,353 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $2,783,489.

    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).