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Evergreen Wealth Management, LLC: VBK position timeline

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

Evergreen Wealth Management, LLC held 3,597 VBK 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 3,597 shares
    Change vs previous 13F +38 shares

    0.62% of the 13F portfolio, value $1,315,432.

    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 3,559 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,075,572.

    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 3,559 shares
    Change vs previous 13F -186 shares

    0.54% of the 13F portfolio, value $1,075,210.

    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 3,745 shares
    Change vs previous 13F -7 shares

    0.58% of the 13F portfolio, value $1,114,628.

    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 3,752 shares
    Change vs previous 13F -92 shares

    0.58% of the 13F portfolio, value $1,039,094.

    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 3,844 shares
    Change vs previous 13F -7,094 shares

    0.58% of the 13F portfolio, value $967,884.

    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 10,938 shares
    Change vs previous 13F +348 shares

    1.81% of the 13F portfolio, value $3,063,350.

    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 10,590 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $2,831,355.

    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).