Evergreen Private Wealth LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$213M
Signature - Title
Dustin Schick - Chief Operating Officer
Location
Greenwood Village, CO
Summary
This page shows a list of all the recent 13F filings made by Evergreen Private Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Evergreen Private Wealth LLC reported 198 stock holdings with total value $213M as of Q4 2024. Top holdings included NFLX, CHKP, BRKB, TLH, and JPM.
Holdings Value