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Evergreen Wealth Management, LLC: VEU position timeline

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

Evergreen Wealth Management, LLC held 37,853 VEU 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 37,853 shares
    Change vs previous 13F +971 shares

    1.49% of the 13F portfolio, value $3,170,218.

    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 36,882 shares
    Change vs previous 13F -1,210 shares

    1.43% of the 13F portfolio, value $2,769,811.

    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 38,092 shares
    Change vs previous 13F -1,669 shares

    1.41% of the 13F portfolio, value $2,802,066.

    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 39,761 shares
    Change vs previous 13F -3,807 shares

    1.49% of the 13F portfolio, value $2,837,719.

    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 43,568 shares
    Change vs previous 13F -794 shares

    1.63% of the 13F portfolio, value $2,910,658.

    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 44,362 shares
    Change vs previous 13F +15,779 shares

    1.61% of the 13F portfolio, value $2,691,027.

    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 28,583 shares
    Change vs previous 13F +3,291 shares

    0.97% of the 13F portfolio, value $1,640,931.

    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 25,292 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,593,394.

    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).