Evergreen Wealth Solutions, LLC
- SEC CIK
- 0001904432
- Latest filing
- Aug 14, 2026
ERIC holding history
Ericsson LM Telephone Co 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.
ERIC overviewAll 13F holders of ERICFull Q2 2026 holdings
- Shares (Q2 2026)
- 19,609
- Value
- $201.4K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 19,609 | $201.4K | <0.1% | −1,475−7.0% | Reduced | Holders |
| Q1 2026 | 21,084 | $237.6K | <0.1% | −2,218−9.5% | Reduced | Holders |
| Q4 2025 | 23,302 | $224.9K | <0.1% | −118−0.5% | Reduced | Holders |
| Q3 2025 | 23,420 | $193.7K | 0.1% | +23,420 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −10,510−100.0% | Sold out | Holders |
| Q1 2023 | 10,510 | $61.0K | 0.1% | −826−7.3% | Reduced | Holders |
| Q4 2022 | 11,336 | $66.0K | 0.1% | +435+4.0% | Added | Holders |
| Q3 2022 | 10,901 | $63.0K | 0.1% | +10,901 | New | Holders |