Evergreen Wealth Solutions - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Evergreen Wealth Solutions going back to Jan. 19, 2022
- Kintra Wealth 2026 Q1 - filed May 15, 2026 - new!
- Kintra Wealth 2025 Q4 - filed Feb. 18, 2026
- Evergreen Wealth Solutions 2025 Q3 - filed Nov. 14, 2025
- Evergreen Wealth Solutions 2025 Q2 - filed Aug. 14, 2025
- Evergreen Wealth Solutions 2025 Q1 - filed May 14, 2025
- Evergreen Wealth Solutions 2024 Q4 - filed Feb. 14, 2025
- Evergreen Wealth Solutions 2024 Q3 - filed Nov. 14, 2024
- Evergreen Wealth Solutions 2024 Q2 - filed Aug. 14, 2024
- Evergreen Wealth Solutions 2024 Q1 - filed May 15, 2024
- Evergreen Wealth Solutions 2023 Q4 - filed Feb. 7, 2024
- Evergreen Wealth Solutions 2023 Q3 - filed Nov. 14, 2023
- Evergreen Wealth Solutions 2023 Q2 - filed Aug. 11, 2023
- Evergreen Wealth Solutions 2023 Q1 - filed May 12, 2023
- Evergreen Wealth Solutions 2022 Q4 - filed Feb. 14, 2023
- Evergreen Wealth Solutions 2022 Q3 - filed Nov. 14, 2022
- Evergreen Wealth Solutions 2022 Q2 - filed Aug. 15, 2022
- Evergreen Wealth Solutions 2022 Q1 - filed April 22, 2022
- Evergreen Wealth Solutions 2021 Q4 - filed Jan. 19, 2022