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Evergreen Private Wealth LLC

SEC CIK
0002010098
Latest filing
Jul 23, 2026

COST holding history

Costco Wholesale Corp 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.

COST overviewAll 13F holders of COSTFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2023
Holdings of COST by Evergreen Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−68−100.0%Sold outHolders
Q3 202568$62.9K<0.1%00.0%UnchangedHolders
Q2 202568$67.3K<0.1%+43+172.0%AddedHolders
Q1 202525$23.6K<0.1%00.0%UnchangedHolders
Q4 202425$22.9K<0.1%00.0%UnchangedHolders
Q3 202425$22.2K<0.1%00.0%UnchangedHolders
Q2 202425$21.3K<0.1%−7−21.9%ReducedHolders
Q1 202432$23.4K<0.1%00.0%UnchangedHolders
Q4 202332$21.1K<0.1%–No prior filingHolders