Evergreen Wealth Management, LLC: TSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evergreen Wealth Management, LLC on TSM, newest first. How the timeline and the estimate are built.
Evergreen Wealth Management, LLC held 16,404 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 16,404 sharesChange vs previous 13F -1,646 shares
3.67% of the 13F portfolio, value $7,833,907.
13F-HR 0002085853-26-000919 filed by Evergreen Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,050 sharesChange vs previous 13F -6,416 shares
3.15% of the 13F portfolio, value $6,099,954.
13F-HR 0002085853-26-000553 filed by Evergreen Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 24,466 sharesChange vs previous 13F +447 shares
3.74% of the 13F portfolio, value $7,434,977.
13F-HR 0002085853-26-000211 filed by Evergreen Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,019 sharesChange vs previous 13F -2,703 shares
3.52% of the 13F portfolio, value $6,708,183.
13F-HR 0002085853-25-000212 filed by Evergreen Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,722 sharesChange vs previous 13F -1,263 shares
3.39% of the 13F portfolio, value $6,052,350.
13F-HR 0001667731-25-001042 filed by Evergreen Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 27,985 sharesChange vs previous 13F +1,083 shares
2.77% of the 13F portfolio, value $4,645,530.
13F-HR 0001667731-25-000590 filed by Evergreen Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26,902 sharesChange vs previous 13F +525 shares
3.14% of the 13F portfolio, value $5,312,930.
13F-HR 0001667731-25-000193 filed by Evergreen Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,377 sharesChange vs previous 13F not available
2.76% of the 13F portfolio, value $4,580,970.
13F-HR 0001965292-24-000004 filed by Evergreen Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).