Position in SMBK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$556,565
+$94,015 QoQ
Shares Held
11,862
+0.2% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
4.75%
of 13F equity value
Holder Rank
#89
of 183 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Evergreen Advisors, LLC holds $556,565 across 1 Banks - Regional name. SMBK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMBK |
Smartfinancial Inc.
This page
|
11,862 | $556,565 |
All Filings in SMBK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,565 | 11,862 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $462,550 | 11,836 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $436,925 | 11,812 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $397,286 | 11,761 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $364,630 | 11,732 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $362,651 | 11,706 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $340,355 | 11,680 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $275,708 | 11,648 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $244,580 | 11,608 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $283,251 | 11,566 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $246,246 | 11,523 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $247,020 | 11,484 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $264,767 | 11,442 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $313,747 | 11,409 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $281,249 | 11,382 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $274,216 | 11,350 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $289,565 | 11,320 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $291,148 | 11,263 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $269,104 | 11,208 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $242,653 | 11,208 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $202,750 | 11,177 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $151,474 | 11,146 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $179,678 | 11,105 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $168,389 | 11,071 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||