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Evergreen Wealth Solutions, LLC

SEC CIK
0001904432
Latest filing
Aug 14, 2026

BDN holding history

Brandywine Realty Trust in every 13F filed by Evergreen Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BDN overviewAll 13F holders of BDNFull Q2 2026 holdings

Shares (Q2 2026)
18,739
Value
$59.0K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of BDN by Evergreen Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,739$59.0K<0.1%+6,774+56.6%AddedHolders
Q1 202611,965$32.4K<0.1%−2,514−17.4%ReducedHolders
Q4 202514,479$42.3K<0.1%+2,389+19.8%AddedHolders
Q3 202512,090$50.4K<0.1%+310+2.6%AddedHolders
Q2 202511,780$50.5K<0.1%+400+3.5%AddedHolders
Q1 202511,380$50.8K<0.1%−1,075−8.6%ReducedHolders
Q4 202412,455$69.7K<0.1%+1,115+9.8%AddedHolders
Q3 202411,340$61.7K<0.1%00.0%UnchangedHolders
Q2 202411,340$50.8K<0.1%+850+8.1%AddedHolders
Q1 202410,490$50.4K<0.1%−321−3.0%ReducedHolders
Q4 202310,811$58.4K<0.1%−625−5.5%ReducedHolders
Q3 202311,436$51.9K0.1%−835−6.8%ReducedHolders
Q2 202312,271$57.1K0.1%+12,271NewHolders