Position in IT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$100,973
-$22,373 QoQ
Shares Held
779
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#472
of 647 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Evergreen Private Wealth LLC holds $346,188 across 2 Information Technology Services names. IT ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
872 | $245,215 | |
| 2 | IT |
Gartner Inc
This page
|
779 | $100,973 |
All Filings in IT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,973 | 779 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $123,346 | 779 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $134,717 | 534 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $78,072 | 297 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $114,798 | 284 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $138,514 | 330 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $159,390 | 329 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $165,710 | 327 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $145,495 | 324 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $154,441 | 324 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $153,828 | 341 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||