Evergreen Private Wealth LLC

SEC CIK: 0002010098
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

UPXI holding history

Upexi, 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.

UPXI overview All 13F holders of UPXI Full Q2 2026 holdings

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2023

Holdings of UPXI by Evergreen Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−23−100.0%	Sold out	Holders
Q4 2023	23	$27	<0.1%	–	No prior filing	Holders