Evergreen Private Wealth LLC

Business address
7400 E. Orchard Road, Suite 2500 N, Greenwood Village, CO, 80111
Top securities (13F)
GOOGL, AMAT, NFLX, QEFA, JPM, ANET, CHKP, MSFT, BRKB, TLH, AAPL, AMZN, ADBE, XSOE, TMO, ULTA, HBAN, ROST, HCA, and FSMD
State of incorporation
CO
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Evergreen Private Wealth LLC has filed 10 SEC EDGAR filings since 08 Feb 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 24 Oct 2025 30 Sep 2025 028-23647
N-PX Open Document Open Filing 28 Aug 2025 30 Jun 2025 028-23647
13F-HR Open Document Open Filing 16 Jul 2025 30 Jun 2025 028-23647
13F-HR Open Document Open Filing 02 May 2025 31 Mar 2025 028-23647
13F-HR Open Document Open Filing 07 Feb 2025 31 Dec 2024 028-23647
13F-HR Open Document Open Filing 01 Nov 2024 30 Sep 2024 028-23647
N-PX Open Document Open Filing 15 Aug 2024 30 Jun 2024 028-23647
13F-HR Open Document Open Filing 13 Aug 2024 30 Jun 2024 028-23647
13F-HR Open Document Open Filing 17 Apr 2024 31 Mar 2024 028-23647
13F-HR Open Document Open Filing 08 Feb 2024 31 Dec 2023 028-23647