Evergreen Private Wealth LLC
- SEC CIK
- 0002010098
- Latest filing
- Jul 23, 2026
T holding history
AT&T 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.
T overviewAll 13F holders of TFull Q2 2026 holdings
- Shares (Q2 2026)
- 151,178
- Value
- $3.13M
- % of portfolio
- 1.2%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 151,178 | $3.13M | 1.2% | +1,890+1.3% | Added | Holders |
| Q1 2026 | 149,288 | $4.33M | 1.7% | +1,310+0.9% | Added | Holders |
| Q4 2025 | 147,978 | $3.68M | 1.4% | −420−0.3% | Reduced | Holders |
| Q3 2025 | 148,398 | $4.19M | 1.7% | −6,028−3.9% | Reduced | Holders |
| Q2 2025 | 154,426 | $4.47M | 1.9% | −14,145−8.4% | Reduced | Holders |
| Q1 2025 | 168,571 | $4.77M | 2.2% | +630.0% | Added | Holders |
| Q4 2024 | 168,508 | $3.84M | 1.8% | −2,109−1.2% | Reduced | Holders |
| Q3 2024 | 170,617 | $3.75M | 1.7% | +3,406+2.0% | Added | Holders |
| Q2 2024 | 167,211 | $3.20M | 1.6% | +6,684+4.2% | Added | Holders |
| Q1 2024 | 160,527 | $2.83M | 1.4% | +83,360+108.0% | Added | Holders |
| Q4 2023 | 77,167 | $1.29M | 0.7% | – | No prior filing | Holders |