Evergreen Private Wealth LLC
- SEC CIK
- 0002010098
- Latest filing
- Jul 23, 2026
BR holding history
Broadridge Financial Solutions, Inc. in every 13F filed by Evergreen Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BR overviewAll 13F holders of BRFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −141−100.0% | Sold out | Holders |
| Q3 2025 | 141 | $33.6K | <0.1% | +4+2.9% | Added | Holders |
| Q2 2025 | 137 | $33.3K | <0.1% | −37−21.3% | Reduced | Holders |
| Q1 2025 | 174 | $42.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 174 | $39.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 174 | $37.4K | <0.1% | +174 | New | Holders |