Evergreen Wealth Partners LLC
Position in CLM — Cornerstone Strategic Investment Fund, Inc.
CIK 2101006
KALISPELL, MT
Position in CLM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$87,174
+$3,229 QoQ
Shares Held
11,531
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#104
of 145 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Evergreen Wealth Partners LLC holds $87,174 across 1 Asset Management name. CLM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLM |
Cornerstone Strategic Investment Fund, Inc.
This page
|
11,531 | $87,174 |
All Filings in CLM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,174 | 11,531 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $83,945 | 11,531 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||