Evergreen Wealth Management, LLC
CIK
0001965292
City
Williamston
State / Country
MI
Holdings in PTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,543,767 | 352,230 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $4,864,142 | 336,852 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $4,552,270 | 327,266 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $4,600,130 | 318,128 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $4,310,655 | 299,976 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $4,189,734 | 291,156 | Shares | Sole | 2024-11-06 |
| 2024-06-30 | $3,743,581 | 261,606 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $3,890,081 | 261,606 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $3,463,663 | 261,606 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $3,329,530 | 254,746 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $3,491,096 | 249,364 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $3,015,620 | 241,830 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $3,064,879 | 255,194 | Shares | Sole | 2023-02-14 |