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Evergreen Wealth Solutions, LLC

SEC CIK
0001904432
Latest filing
Aug 14, 2026

CMI holding history

Cummins Inc 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.

CMI overviewAll 13F holders of CMIFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q4 2021
Holdings of CMI by Evergreen Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−784−100.0%Sold outHolders
Q3 2024784$253.9K0.2%−499−38.9%ReducedHolders
Q2 20241,283$355.3K0.3%−932−42.1%ReducedHolders
Q1 20242,215$652.6K0.5%−80−3.5%ReducedHolders
Q4 20232,295$549.7K0.5%+154+7.2%AddedHolders
Q3 20232,141$489.2K0.5%−25−1.2%ReducedHolders
Q2 20232,166$531.1K0.5%+316+17.1%AddedHolders
Q1 20231,850$442.0K0.5%−166−8.2%ReducedHolders
Q4 20222,016$488.0K0.6%+3+0.1%AddedHolders
Q3 20222,013$410.0K0.6%+510+33.9%AddedHolders
Q2 20221,503$291.0K0.4%+104+7.4%AddedHolders
Q1 20221,399$287.0K0.3%+64+4.8%AddedHolders
Q4 20211,335$291.0K0.3%–No prior filingHolders