Evergreen Private Wealth LLC historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Evergreen Private Wealth LLC opened 2 positions, added to 3, reduced 1 and sold out of 11.
- Q4 2025: Stock URBAN-GRO INC; Country of operation United States; Class COM NEW; Shares before 300.
- Q3 2025: Stock CUSHMAN WAKEFIELD PLC; Country of operation —; Class SHS; Shares before 217.
- Q3 2025: Stock DUPONT DE NEMOURS INC; Country of operation United States; Class COM; Shares before 25.
- Q4 2024: Stock ARISTA NETWORKS INC; Country of operation United States; Class COM; Shares before 15,473.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2010098), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Capital Impact Advisors, LLC | United States | $0.247B | 30 |
| NavPoint Financial, Inc. | United States | $0.247B | 71 |
| ANB BANK | United States | $0.247B | 202 |
| Peloton Wealth Strategists | United States | $0.247B | 86 |
| Blacksheep Fund Management Ltd | Ireland | $0.247B | 8 |
| Montz Harcus Wealth Management LLC | United States | $0.248B | 93 |
| AXS Investments LLC | United States | $0.248B | 190 |
| Vivid Wealth Management, LLC | United States | $0.247B | 66 |
| American Capital Advisory, LLC | United States | $0.248B | 1,140 |
| Intrepid Financial Planning Group LLC | United States | $0.248B | 125 |