Skip to content

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

  1. period ended2026-06-30
    13F 42,363 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 43,550 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 68,751 shares
    Change 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), ingested

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