Evergreen Wealth Management, LLC: JXN position timeline

Evergreen Wealth Management, LLC held 7,198 JXN 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 7,198 shares

   Change vs previous 13F -1,100 shares

   0.35% of the 13F portfolio, value $737,003.

   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 8,298 shares

   Change vs previous 13F 0 shares

   0.45% of the 13F portfolio, value $877,265.

   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 8,298 shares

   Change vs previous 13F 0 shares

   0.45% of the 13F portfolio, value $884,982.

   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 ended2025-09-30

   13F 8,298 shares

   Change vs previous 13F 0 shares

   0.44% of the 13F portfolio, value $840,007.

   13F-HR 0002085853-25-000212 filed by Evergreen Wealth Management, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 8,298 shares

   Change vs previous 13F not available

   0.41% of the 13F portfolio, value $736,779.

   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).