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Evergreen Wealth Management, LLC: MKL position timeline

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

Evergreen Wealth Management, LLC held 4,533 MKL 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 4,533 shares
    Change vs previous 13F +805 shares

    4.15% of the 13F portfolio, value $8,852,857.

    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 3,728 shares
    Change vs previous 13F +112 shares

    3.68% of the 13F portfolio, value $7,134,857.

    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 3,616 shares
    Change vs previous 13F +72 shares

    3.91% of the 13F portfolio, value $7,772,720.

    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 3,544 shares
    Change vs previous 13F +154 shares

    3.55% of the 13F portfolio, value $6,774,495.

    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 3,390 shares
    Change vs previous 13F -180 shares

    3.8% of the 13F portfolio, value $6,771,505.

    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 3,570 shares
    Change vs previous 13F -34 shares

    3.99% of the 13F portfolio, value $6,675,184.

    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 3,604 shares
    Change vs previous 13F +81 shares

    3.68% of the 13F portfolio, value $6,221,129.

    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 3,523 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $5,526,774.

    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).