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Evergreen Wealth Solutions, LLC

SEC CIK
0001904432
Latest filing
Aug 14, 2026

MS holding history

Morgan Stanley 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.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
3,494
Value
$762.9K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of MS by Evergreen Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,494$762.9K<0.1%+969+38.4%AddedHolders
Q1 20262,525$415.6K<0.1%+2,525NewHolders