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Evergreen Wealth Partners LLC

SEC CIK
0002101006
Latest filing
Aug 11, 2026

CLM holding history

Cornerstone Strategic Investment Fund, Inc. in every 13F filed by Evergreen Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CLM overviewAll 13F holders of CLMFull Q2 2026 holdings

Shares (Q2 2026)
11,531
Value
$87.2K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of CLM by Evergreen Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,531$87.2K0.1%00.0%UnchangedHolders
Q1 202611,531$83.9K0.1%+11,531NewHolders