Evergreen Wealth Management, LLC
Position in PBI — Pitney Bowes Inc /De/
CIK 1965292
Williamston, MI
Position in PBI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$10,606,170
+$2,891,447 QoQ
Shares Held
605,375
-13.3% QoQ
Ownership
0.442%
of shares outstanding
% of Portfolio
8.43%
of 13F equity value
Holder Rank
#40
of 350 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PBI Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Evergreen Wealth Management, LLC holds $10,606,170 across 1 Integrated Freight & Logistics name. PBI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PBI |
Pitney Bowes Inc /De/
This page
|
605,375 | $10,606,170 |
All Filings in PBI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,606,170 | 605,375 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7,714,723 | 698,165 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,381,601 | 698,354 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,691,029 | 586,418 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||