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Evergreen Wealth Management, LLCValueConcentrated trader

CIK: 0001965292 | Williamston, MI

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR55$213.3M2026-07-31SEC ↗
Q1 2026
13F-HR56$193.7M2026-05-04SEC ↗
Q4 2025
13F-HR54$198.6M2026-02-06SEC ↗
Q3 2025
13F-HR51$190.8M2025-11-03SEC ↗
Q2 2025
13F-HR51$178.3M2025-08-04SEC ↗
Q1 2025
13F-HR54$167.4M2025-05-05SEC ↗
Q4 2024
13F-HR53$169.2M2025-01-31SEC ↗
Q3 2024
13F-HR54$166.2M2024-11-06SEC ↗
Q2 2024
13F-HR56$150.9M2024-07-26SEC ↗
Q1 2024
13F-HR55$147.7M2024-05-03SEC ↗
Q4 2023
13F-HR55$136.0M2024-02-06SEC ↗
Q3 2023
13F-HR58$126.5M2023-11-14SEC ↗
Q2 2023
13F-HR52$127.7M2023-08-03SEC ↗
Q1 2023
13F-HR51$112.6M2023-04-25SEC ↗
Q4 2022
13F-HR64$108.7M2023-02-14SEC ↗