Evergreen Wealth Management, LLC
Position in KSPI — Joint Stock Co Kaspi.kz
CIK 1965292
Williamston, MI
Position in KSPI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,042,796
-$740,181 QoQ
Shares Held
35,120
-31.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#95
of 207 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KSPI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Evergreen Wealth Management, LLC holds $6,633,486 across 2 Software - Infrastructure names. KSPI ranks #2 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
9,626 | $3,590,690 | |
| 2 | KSPI |
Joint Stock Co Kaspi.kz
This page
|
35,120 | $3,042,796 |
All Filings in KSPI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,042,796 | 35,120 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,782,977 | 51,073 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,312,086 | 42,392 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,316,453 | 40,603 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,200,777 | 37,705 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,391,531 | 36,527 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||