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Evergreen Wealth Partners LLC: SPIB position timeline

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

Evergreen Wealth Partners LLC held 559,513 SPIB 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 559,513 shares
    Change vs previous 13F +9,190 shares

    11.23% of the 13F portfolio, value $18,721,288.

    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 550,323 shares
    Change vs previous 13F +46,208 shares

    14.1% of the 13F portfolio, value $18,457,838.

    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 504,115 shares
    Change vs previous 13F not available

    14.36% of the 13F portfolio, value $17,044,121.

    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).