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Evergreen Wealth Management, LLC: REGN position timeline

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

Evergreen Wealth Management, LLC held 8,485 REGN 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 8,485 shares
    Change vs previous 13F +141 shares

    2.48% of the 13F portfolio, value $5,290,766.

    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 8,344 shares
    Change vs previous 13F -1,479 shares

    3.33% of the 13F portfolio, value $6,446,758.

    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 9,823 shares
    Change vs previous 13F +195 shares

    3.82% of the 13F portfolio, value $7,581,727.

    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 9,628 shares
    Change vs previous 13F -808 shares

    2.84% of the 13F portfolio, value $5,413,639.

    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 10,436 shares
    Change vs previous 13F +4,783 shares

    3.07% of the 13F portfolio, value $5,479,161.

    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 5,653 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $3,585,493.

    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).