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Evergreen Wealth Solutions, LLC

SEC CIK
0001904432
Latest filing
Aug 14, 2026

PWOD holding history

Penns Woods Bancorp 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.

PWOD overviewAll 13F holders of PWODFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q4 2021
Holdings of PWOD by Evergreen Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−15,332−100.0%Sold outHolders
Q2 202515,332$465.5K0.3%−1,983−11.5%ReducedHolders
Q1 202517,315$483.3K0.3%+17+0.1%AddedHolders
Q4 202417,298$525.7K0.4%+2,794+19.3%AddedHolders
Q3 202414,504$345.0K0.2%−3,613−19.9%ReducedHolders
Q2 202418,117$372.3K0.3%+273+1.5%AddedHolders
Q1 202417,844$346.3K0.3%+39+0.2%AddedHolders
Q4 202317,805$400.8K0.3%+2,274+14.6%AddedHolders
Q3 202315,531$327.4K0.3%+833+5.7%AddedHolders
Q2 202314,698$367.9K0.4%+25+0.2%AddedHolders
Q1 202314,673$339.0K0.4%−569−3.7%ReducedHolders
Q4 202215,242$406.0K0.5%+2,145+16.4%AddedHolders
Q3 202213,097$300.0K0.4%−822−5.9%ReducedHolders
Q2 202213,919$321.0K0.4%00.0%UnchangedHolders
Q1 202213,919$340.0K0.3%−600−4.1%ReducedHolders
Q4 202114,519$343.0K0.3%–No prior filingHolders