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Evergreen Wealth Partners LLCETFConcentrated trader

CIK: 0002101006 | KALISPELL, MT

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR89$166.7M2026-08-11SEC ↗
Q1 2026
13F-HR84$130.9M2026-05-08SEC ↗
Q4 2025
13F-HR79$118.7M2026-02-05SEC ↗