Evergreen Wealth Partners LLC: PULS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evergreen Wealth Partners LLC on PULS, newest first. How the timeline and the estimate are built.
Evergreen Wealth Partners LLC held 42,363 PULS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 42,363 sharesChange vs previous 13F -1,187 shares
1.26% of the 13F portfolio, value $2,099,090.
13F-HR 0001951757-26-001210 filed by Evergreen Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 43,550 sharesChange vs previous 13F -25,201 shares
1.65% of the 13F portfolio, value $2,155,746.
13F-HR 0001951757-26-000804 filed by Evergreen Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 68,751 sharesChange vs previous 13F not available
2.87% of the 13F portfolio, value $3,409,341.
13F-HR 0001951757-26-000369 filed by Evergreen Wealth Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).