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Livermore
Livermore
ZHEN

Evergreen Wealth Solutions, LLC

SEC CIK
0001904432
Latest filing
Aug 14, 2026

CZNC holding history

Citizens & Northern Corp 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.

CZNC overviewAll 13F holders of CZNCFull Q2 2026 holdings

Shares (Q2 2026)
16,897
Value
$439.3K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of CZNC by Evergreen Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,897$439.3K<0.1%00.0%UnchangedHolders
Q1 202616,897$377.5K<0.1%00.0%UnchangedHolders
Q4 202516,897$340.8K<0.1%00.0%UnchangedHolders
Q3 202516,897$334.7K0.2%+24+0.1%AddedHolders
Q2 202516,873$319.6K0.2%+25+0.1%AddedHolders
Q1 202516,848$339.0K0.2%+22+0.1%AddedHolders
Q4 202416,826$313.0K0.2%+23+0.1%AddedHolders
Q3 202416,803$330.9K0.2%+24+0.1%AddedHolders
Q2 202416,779$300.2K0.2%+25+0.1%AddedHolders
Q1 202416,754$314.6K0.2%+24+0.1%AddedHolders
Q4 202316,730$375.2K0.3%+23+0.1%AddedHolders
Q3 202316,707$293.2K0.3%+4,914+41.7%AddedHolders
Q2 202311,793$227.6K0.2%+24+0.2%AddedHolders
Q1 202311,769$252.0K0.3%+18+0.2%AddedHolders
Q4 202211,751$269.0K0.4%+300+2.6%AddedHolders
Q3 202211,451$277.0K0.4%+467+4.3%AddedHolders
Q2 202210,984$265.0K0.3%+17+0.2%AddedHolders
Q1 202210,967$267.0K0.3%−424−3.7%ReducedHolders
Q4 202111,391$298.0K0.3%–No prior filingHolders