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Evergreen Wealth Management, LLC: VIG position timeline

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

Evergreen Wealth Management, LLC held 69,053 VIG 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 69,053 shares
    Change vs previous 13F +1,374 shares

    7.66% of the 13F portfolio, value $16,339,220.

    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 67,679 shares
    Change vs previous 13F +1,661 shares

    7.51% of the 13F portfolio, value $14,555,055.

    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 66,018 shares
    Change vs previous 13F +4,033 shares

    7.31% of the 13F portfolio, value $14,509,472.

    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 61,985 shares
    Change vs previous 13F +817 shares

    7.01% of the 13F portfolio, value $13,375,679.

    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 61,168 shares
    Change vs previous 13F -780 shares

    7.02% of the 13F portfolio, value $12,519,183.

    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 61,948 shares
    Change vs previous 13F +7,914 shares

    7.18% of the 13F portfolio, value $12,017,271.

    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 54,034 shares
    Change vs previous 13F -468 shares

    6.25% of the 13F portfolio, value $10,581,416.

    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 54,502 shares
    Change vs previous 13F not available

    6.5% of the 13F portfolio, value $10,794,572.

    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).