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Evergreen Wealth Partners LLC

SEC CIK
0002101006
Latest filing
Aug 11, 2026

MA holding history

Mastercard 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.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
445
Value
$228.7K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of MA by Evergreen Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026445$228.7K0.1%−12−2.6%ReducedHolders
Q1 2026457$228.5K0.2%−53−10.4%ReducedHolders
Q4 2025510$291.4K0.2%–No prior filingHolders