Evergreen Advisors, LLC

Business address
1206 Pointe Centre Drive, Suite 160, Chattanooga, TN, 37421
Top securities (13F)
SCHB, SCHF, VCIT, SCHD, VGIT, VMBS, IJR, SPY, VTI, VIG, AGG, IWD, AAPL, VEU, SCYB, SMBK, MSFT, NVDA, LOW, and VB
State of incorporation
TN
Fiscal year end
31 December
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Evergreen Advisors, LLC has filed 28 SEC EDGAR filings since 24 Jan 2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 04 Aug 2025 30 Jun 2025 028-18975
13F-HR Open Document Open Filing 07 May 2025 31 Mar 2025 028-18975
13F-HR Open Document Open Filing 05 Feb 2025 31 Dec 2024 028-18975
13F-HR Open Document Open Filing 08 Nov 2024 30 Sep 2024 028-18975
N-PX Open Document Open Filing 22 Aug 2024 30 Jun 2024 028-18975
13F-HR Open Document Open Filing 08 Aug 2024 30 Jun 2024 028-18975
13F-HR Open Document Open Filing 03 May 2024 31 Mar 2024 028-18975
13F-HR Open Document Open Filing 07 Feb 2024 31 Dec 2023 028-18975
13F-HR Open Document Open Filing 03 Nov 2023 30 Sep 2023 028-18975
13F-HR Open Document Open Filing 31 Jul 2023 30 Jun 2023 028-18975
13F-HR Open Document Open Filing 05 May 2023 31 Mar 2023 028-18975
13F-HR Open Document Open Filing 02 Feb 2023 31 Dec 2022 028-18975
13F-HR Open Document Open Filing 01 Nov 2022 30 Sep 2022 028-18975
13F-HR Open Document Open Filing 29 Jul 2022 30 Jun 2022 028-18975
13F-HR Open Document Open Filing 05 May 2022 31 Mar 2022 028-18975
13F-HR Open Document Open Filing 03 Feb 2022 31 Dec 2021 028-18975
13F-HR Open Document Open Filing 03 Nov 2021 30 Sep 2021 028-18975
13F-HR Open Document Open Filing 14 Jul 2021 30 Jun 2021 028-18975
13F-HR Open Document Open Filing 10 May 2021 31 Mar 2021 028-18975
13F-HR Open Document Open Filing 21 Jan 2021 31 Dec 2020 028-18975
13F-HR Open Document Open Filing 02 Nov 2020 30 Sep 2020 028-18975
13F-HR Open Document Open Filing 17 Jul 2020 30 Jun 2020 028-18975
13F-HR Open Document Open Filing 28 Apr 2020 31 Mar 2020 028-18975
13F-HR Open Document Open Filing 10 Feb 2020 31 Dec 2019 028-18975
13F-HR Open Document Open Filing 16 Oct 2019 30 Sep 2019 028-18975
13F-HR Open Document Open Filing 17 Jul 2019 30 Jun 2019 028-18975
13F-HR Open Document Open Filing 16 Apr 2019 31 Mar 2019 028-18975
13F-HR Open Document Open Filing 24 Jan 2019 31 Dec 2018 028-18975