Skip to main content

Evergreen Wealth Solutions, LLC

SEC CIK
0001904432
Latest filing
Aug 14, 2026

KEY holding history

Keycorp 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.

KEY overviewAll 13F holders of KEYFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2022
Holdings of KEY by Evergreen Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−28,101−100.0%Sold outHolders
Q1 202428,101$444.3K0.3%−7,508−21.1%ReducedHolders
Q4 202335,609$512.8K0.4%−5,530−13.4%ReducedHolders
Q3 202341,139$442.7K0.4%+5,511+15.5%AddedHolders
Q2 202335,628$329.2K0.3%+7,014+24.5%AddedHolders
Q1 202328,614$358.0K0.4%−2,075−6.8%ReducedHolders
Q4 202230,689$535.0K0.7%+3,488+12.8%AddedHolders
Q3 202227,201$436.0K0.6%+4,537+20.0%AddedHolders
Q2 202222,664$391.0K0.5%+22,664NewHolders