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Disclosery

Evergreen Wealth Partners LLC: VOE position timeline

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

Evergreen Wealth Partners LLC held 2,101 VOE 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 2,101 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $415,143.

    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 2,100 shares
    Change vs previous 13F +74 shares

    0.3% of the 13F portfolio, value $386,975.

    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 2,026 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $359,340.

    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).