EVERGREEN CAPITAL MANAGEMENT LLC

Position in RIO — Rio Tinto PLC

CIK 1260824 Bellevue, WA

Position in RIO

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

Position Value

$2,620,162

+$410,216 QoQ

Shares Held

27,601

+16.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#254

of 965 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 34% Shared 66% None 0%

Basic Materials · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $8,845,120 across 5 Other Industrial Metals & Mining names. RIO ranks #2 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BHP	BHP Group Ltd	53,929	$4,492,824
2	RIO	Rio Tinto PLC This page	27,601	$2,620,162
3	MP	MP Materials Corp. / DE	23,609	$1,322,339
4	VALE	Vale S.A.	25,049	$376,736
5	GSM	Ferroglobe PLC	10,396	$33,059

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,620,162	27,601	+16.5%	Shares	Other	2026-07-23
2026-03-31	$2,209,946	23,689	+0.9%	Shares	Sole	2026-05-14
2025-12-31	$1,878,703	23,475	-2.0%	Shares	Other	2026-01-27
2025-09-30	$1,581,203	23,954	+57.6%	Shares	Sole	2025-10-28
2025-06-30	$886,731	15,202	+9.1%	Shares	Other	2025-08-14
2025-03-31	$837,455	13,939	-12.7%	Shares	Other	2025-05-15
2024-12-31	$939,195	15,970	-6.1%	Shares	Sole	2025-02-13
2024-09-30	$1,210,814	17,013	+9.7%	Shares	Other	2024-11-14
2024-06-30	$1,022,903	15,515	+1.2%	Shares	Other	2024-08-14
2024-03-31	$977,515	15,336	+9.1%	Shares	Other	2024-05-15
2023-12-31	$1,047,055	14,062	+3.2%	Shares	Other	2024-02-14
2023-09-30	$867,285	13,628	+22.0%	Shares	Sole	2023-11-14
2023-06-30	$713,028	11,169	-6.0%	Shares	Sole	2023-08-14
2023-03-31	$815,379	11,886	+13.1%	Shares	Other	2023-05-15
2022-12-31	$748,312	10,510	+7.2%	Shares	Other	2023-02-14
2022-09-30	$539,917	9,806	-9.0%	Shares	Sole	2022-11-14
2022-06-30	$657,336	10,776	+6.6%	Shares	Sole	2022-08-15
2022-03-31	$813,004	10,112	+28.7%	Shares	Sole	2022-05-16
2021-12-31	$526,081	7,859	-71.8%	Shares	Sole	2022-03-11
2021-09-30	$1,861,672	27,861	+564.6%	Shares	Sole	2021-11-15
2021-06-30	$351,666	4,192	+14.6%	Shares	Sole	2021-08-16
2021-03-31	$284,043	3,658	+33.5%	Shares	Sole	2021-05-17
2020-12-31	$206,178	2,741	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.