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Evergreen Wealth Management, LLC: PTY position timeline

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

Evergreen Wealth Management, LLC held 388,873 PTY 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 388,873 shares
    Change vs previous 13F +23,232 shares

    2.19% of the 13F portfolio, value $4,678,137.

    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 365,641 shares
    Change vs previous 13F +13,411 shares

    2.28% of the 13F portfolio, value $4,409,629.

    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 352,230 shares
    Change vs previous 13F +15,378 shares

    2.29% of the 13F portfolio, value $4,543,762.

    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 336,852 shares
    Change vs previous 13F +9,586 shares

    2.55% of the 13F portfolio, value $4,864,145.

    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 327,266 shares
    Change vs previous 13F +9,138 shares

    2.55% of the 13F portfolio, value $4,552,273.

    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 318,128 shares
    Change vs previous 13F +18,152 shares

    2.75% of the 13F portfolio, value $4,600,124.

    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 299,976 shares
    Change vs previous 13F +8,820 shares

    2.55% of the 13F portfolio, value $4,310,654.

    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 291,156 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $4,189,741.

    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).