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Disclosery

Evergreen Wealth Partners LLC: SHYM position timeline

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

Evergreen Wealth Partners LLC held 162,722 SHYM 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 162,722 shares
    Change vs previous 13F +11,386 shares

    2.19% of the 13F portfolio, value $3,653,105.

    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 151,336 shares
    Change vs previous 13F +28,499 shares

    2.54% of the 13F portfolio, value $3,332,419.

    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 122,837 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $2,729,434.

    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).