Filer · Institutional
Evergreen Wealth Management,LLC
CIK 0001965292TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 9
Q2 202613F-HR
0002085853-26-000919 · filed 2026-07-31
55
positions
Q1 202613F-HR
0002085853-26-000553 · filed 2026-05-04
54
positions
Q4 202513F-HR
0002085853-26-000211 · filed 2026-02-06
54
positions
Q3 202513F-HR
0002085853-25-000212 · filed 2025-11-03
51
positions
Q2 202513F-HR
0001667731-25-001042 · filed 2025-08-04
50
positions
Q1 202513F-HR
0001667731-25-000590 · filed 2025-05-05
53
positions
Q4 202413F-HR
0001667731-25-000193 · filed 2025-01-31
53
positions
Q3 202413F-HR
0001965292-24-000004 · filed 2024-11-06
53
positions
Q2 202413F-HR
0001965292-24-000003 · filed 2024-07-26
55
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.