Filer Snapshot

EVERGREEN CAPITAL MANAGEMENT LLC

CIK 0001260824. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

56

Latest filing

14 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$4.61B

1,498 holdings for Q1 2026

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Largest parsed holding

IEMG

$184.34M reported value

Open holding

13D/G large stake

EDD

31 Mar 2026 · 5.4% ownership

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Source: SEC Form 13F

13F-HR filed on 14 May 2026 for CIK 0001260824.

View Source Filing
Identity 1 fact
Address
1412 112 Th Ave Ne, Suite 100, Bellevue, WA, 98004
SEC ownership signals 1 fact
Ownership evidence
  • Filing families stay separate so 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions are not blended into one misleading total.
  • Use the linked research paths below to verify each signal against its original SEC filing.

Latest 13F value

$4.61B

Reported market value from the latest parsed Form 13F portfolio.

Leading 13F symbols

IEMG, AAPL, PCAR, IEI

Largest visible symbols from the latest parsed Form 13F information table.

13F holdings

Top symbols from the latest parsed Form 13F information table.

IEMG AAPL PCAR IEI MSFT NVDA GOOGL SHY
+12 moreVNQ GOOG AMZN SGOV MTBA JAAA PAVE OVV VTV VTEB IXC BINC

Schedule 13G holdings

Large-stake holdings reported on parsed Schedule 13G filings.

TEI EDD
SEC filing record 2 facts
Incorporated in
WA
Fiscal year-end
31 December

Filer intelligence

What SEC filings say about EVERGREEN CAPITAL MANAGEMENT LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $4.61B across 1,498 reported holdings for Q1 2026.
  • Largest parsed 13F holding: IEMG at $184.34M.
  • 2 recent 13D/G stake rows found; top row is EDD at 5.4% ownership.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 1,498 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 2 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 14 May 2026

Top 5 concentration

12%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$559.94M

Compared with $4.61B total 13F value.

Top 5 net change

+$56.48M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: IEMG · Largest trim: GS

IEMG AAPL PCAR IEI MSFT Other holdings

IEMG

4%

Ishares Inc

$184.34M

AAPL

2.4%

Apple Inc

$110.83M

PCAR

2%

Paccar Inc

$91.66M

IEI

1.9%

Ishares Tr

$88.63M

MSFT

1.8%

Microsoft Corp

$84.48M

13D/G large-stake context

EDD

31 Mar 2026 · Common Stock, $0.01 par value

5.4%
Issuer page 13D/G history

TEI

31 Mar 2026 · Common Stock

4.6%
Issuer page 13D/G history

Latest update

What changed recently for EVERGREEN CAPITAL MANAGEMENT LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 14 May 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

EVERGREEN CAPITAL MANAGEMENT LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001260824 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
56
First seen
04 Feb 2014
Latest filing
14 May 2026
Entity
Company

Observed form types

13F-HR SCHEDULE 13G SCHEDULE 13G/A

Primary evidence

Open SEC filing index EVERGREEN CAPITAL MANAGEMENT LLC SEC filings EVERGREEN CAPITAL MANAGEMENT LLC 13F portfolio EVERGREEN CAPITAL MANAGEMENT LLC 13D/G history

Latest Filings

Showing the latest 12 of 56 SEC filings for EVERGREEN CAPITAL MANAGEMENT LLC.

Open full filing history
13F-HR

13F-HR filing

Filing date
14 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
13 Apr 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
13 Apr 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
27 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
08 Jan 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
28 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
06 Oct 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G

SCHEDULE 13G filing

Filing date
13 Feb 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
13 Feb 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
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