EVERGREEN CAPITAL MANAGEMENT LLC
Holdings in SII
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $861,793 | 8,801 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $698,046 | 8,391 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $541,733 | 7,841 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $922,616 | 20,562 | Shares | Other | 2025-05-15 |
| 2024-12-31 | $1,038,520 | 24,627 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $1,067,764 | 24,654 | Shares | Other | 2024-11-14 |
| 2024-06-30 | $1,012,978 | 24,474 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $898,644 | 24,314 | Shares | Other | 2024-05-15 |
| 2023-12-31 | $831,605 | 24,495 | Shares | Other | 2024-02-14 |
| 2023-09-30 | $875,311 | 28,727 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $941,284 | 29,052 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $3,408,074 | 93,577 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $3,114,421 | 93,442 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $3,184,287 | 95,025 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $3,412,796 | 98,465 | Shares | Sole | 2022-08-15 |