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Evergreen Wealth Management, LLC: PBI position timeline

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

Evergreen Wealth Management, LLC held 605,375 PBI 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 605,375 shares
    Change vs previous 13F -92,790 shares

    4.97% of the 13F portfolio, value $10,606,165.

    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 698,165 shares
    Change vs previous 13F -189 shares

    3.98% of the 13F portfolio, value $7,714,720.

    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 698,354 shares
    Change vs previous 13F +111,936 shares

    3.72% of the 13F portfolio, value $7,381,597.

    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 586,418 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $6,691,024.

    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).