Evergreen Private Wealth LLC

Position in MSFT — Microsoft Corp

CIK 2010098 GREENWOOD VILLAGE, CO

Position in MSFT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$6,308,887

+$256,978 QoQ

Shares Held

16,913

+3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.47%

of 13F equity value

Holder Rank

#3,010

of 6,194 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Evergreen Private Wealth LLC holds $20,296,645 across 5 Software - Infrastructure names. MSFT ranks #3 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTNT	Fortinet, Inc.	43,571	$6,693,377
2	CHKP	Check Point Software Technologies Ltd	50,487	$6,635,506
3	MSFT	Microsoft Corp This page	16,913	$6,308,887
4	PANW	Palo Alto Networks Inc	1,443	$492,091
5	VRSN	Verisign Inc/Ca	663	$166,784

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,308,887	16,913	+3.4%	Shares	Sole	2026-07-23
2026-03-31	$6,051,909	16,349	+2.0%	Shares	Sole	2026-04-29
2025-12-31	$7,750,977	16,027	+0.4%	Shares	Sole	2026-01-28
2025-09-30	$8,270,625	15,968	-2.9%	Shares	Sole	2025-10-24
2025-06-30	$8,180,902	16,447	+5.6%	Shares	Sole	2025-07-16
2025-03-31	$5,848,200	15,579	+2.5%	Shares	Sole	2025-05-02
2024-12-31	$6,404,692	15,195	+0.7%	Shares	Sole	2025-02-07
2024-09-30	$6,494,948	15,094	+1.5%	Shares	Sole	2024-11-01
2024-06-30	$6,649,275	14,877	+1.5%	Shares	Sole	2024-08-13
2024-03-31	$6,165,230	14,654	-4.8%	Shares	Sole	2024-04-17
2023-12-31	$5,788,759	15,394	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.