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Evergreen Wealth Management, LLC: KSPI position timeline

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

Evergreen Wealth Management, LLC held 35,120 KSPI 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 -15,953 shares

    1.43% of the 13F portfolio, value $3,042,838.

    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 51,073 shares
    Change vs previous 13F +8,681 shares

    1.95% of the 13F portfolio, value $3,782,962.

    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 42,392 shares
    Change vs previous 13F +1,789 shares

    1.67% of the 13F portfolio, value $3,312,089.

    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 40,603 shares
    Change vs previous 13F +2,898 shares

    1.74% of the 13F portfolio, value $3,316,447.

    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 37,705 shares
    Change vs previous 13F +1,178 shares

    1.8% of the 13F portfolio, value $3,200,792.

    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 36,527 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $3,391,540.

    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).