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Evergreen Wealth Management, LLC: RSP position timeline

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

Evergreen Wealth Management, LLC held 4,841 RSP 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 4,841 shares
    Change vs previous 13F -18,808 shares

    0.48% of the 13F portfolio, value $1,030,077.

    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 23,649 shares
    Change vs previous 13F +5,984 shares

    2.34% of the 13F portfolio, value $4,538,771.

    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 17,665 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $3,383,951.

    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).