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Evergreen Wealth Solutions, LLC

SEC CIK
0001904432
Latest filing
Aug 14, 2026

SWK holding history

Stanley Black & Decker, 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.

SWK overviewAll 13F holders of SWKFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q4 2021
Holdings of SWK by Evergreen Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−5,736−100.0%Sold outHolders
Q3 20245,736$631.7K0.4%−2,987−34.2%ReducedHolders
Q2 20248,723$696.9K0.5%−477−5.2%ReducedHolders
Q1 20249,200$900.9K0.7%−1,150−11.1%ReducedHolders
Q4 202310,350$1.02M0.9%−281−2.6%ReducedHolders
Q3 202310,631$888.5K0.9%−640−5.7%ReducedHolders
Q2 202311,271$1.06M1.1%+1,010+9.8%AddedHolders
Q1 202310,261$827.0K1.0%+648+6.7%AddedHolders
Q4 20229,613$722.0K1.0%+2,188+29.5%AddedHolders
Q3 20227,425$558.0K0.8%+2,127+40.1%AddedHolders
Q2 20225,298$555.0K0.7%+191+3.7%AddedHolders
Q1 20225,107$714.0K0.7%+68+1.3%AddedHolders
Q4 20215,039$950.0K0.9%–No prior filingHolders