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Evergreen Wealth Partners LLC: JGRO position timeline

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

Evergreen Wealth Partners LLC held 9,472 JGRO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,472 shares
    Change vs previous 13F +1,820 shares

    0.56% of the 13F portfolio, value $933,814.

    13F-HR 0001951757-26-001210 filed by Evergreen Wealth Partners 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 7,652 shares
    Change vs previous 13F +401 shares

    0.49% of the 13F portfolio, value $646,717.

    13F-HR 0001951757-26-000804 filed by Evergreen Wealth Partners 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 7,251 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $672,865.

    13F-HR 0001951757-26-000369 filed by Evergreen Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).