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Evergreen Wealth Partners LLC: MUNI position timeline

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

Evergreen Wealth Partners LLC held 4,102 MUNI 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 4,102 shares
    Change vs previous 13F +34 shares

    0.13% of the 13F portfolio, value $215,742.

    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 4,068 shares
    Change vs previous 13F +33 shares

    0.16% of the 13F portfolio, value $212,309.

    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 4,035 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $211,474.

    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).