EVERGREEN CAPITAL MANAGEMENT LLC PALL — ABRDN PALLADIUM ETF TRUST

Ownership history in EVERGREEN CAPITAL MANAGEMENT LLC  ·  9 quarters on record

AI Ownership Summary

EVERGREEN CAPITAL MANAGEMENT LLC reported ABRDN PALLADIUM ETF TRUST (PALL) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.13% in 2024 Q3. The latest visible filing shows PALL at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PALL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVERGREEN CAPITAL MANAGEMENT LLC's position in ABRDN PALLADIUM ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PALL was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PALL stock page EVERGREEN CAPITAL MANAGEMENT LLC fund profile EVERGREEN CAPITAL MANAGEMENT LLC full holdings
How EVERGREEN CAPITAL MANAGEMENT LLC held PALL — position size vs. price
% of Fund (quarterly)    PALL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 122,415 +97,574 +392.8% 0.05% $2.7M 2026-07-23 $22.78
2026 Q1 REDUCED 22.9% -17.8% ✅ 24,841 -7,382 -22.9% 0.07% $3.3M 2026-05-14 $26.22
2025 Q4 REDUCED 23.8% -7.4% ✅ 32,223 -10,075 -23.8% 0.10% $4.7M 2026-01-27 $35.00
2025 Q3 REDUCED — — — 42,298 -778 -1.8% 0.11% $4.8M 2025-10-28 $25.58
2025 Q2 ADDED — — — 43,076 +1,174 +2.8% 0.13% $4.3M 2025-08-14 $20.94
2025 Q1 REDUCED 6.1% +11.1% ❌ 41,902 -2,707 -6.1% 0.13% $3.8M 2025-05-15 $17.56
2024 Q4 ADDED — — — 44,609 +1,161 +2.7% 0.12% $3.7M 2025-02-13 $18.24
2024 Q3 ADDED — — — 43,448 +2,620 +6.4% 0.13% $4.0M 2024-11-14 $17.35
2024 Q2 INITIATED — — — 40,828 — — 0.13% $3.6M 2024-08-14 $17.07

🏢 Other funds also holding PALL

As of 2026 Q2 — sorted by position size

Marshall Financial Group, LLC 3Y 0.3% Alhambra Investment Management LLC 3Y 0.3% ARVEST INVESTMENTS, INC. 0.29% Gradient Investments LLC 3Y 7Y 0.18% Kellett Wealth Advisors, LLC 3Y 0.14% Linden Thomas Advisory Services, LLC 3Y 0.07% MATAURO, LLC 0.04% Noble Wealth Management PBC 0.02% Valeo Financial Advisors, LLC 3Y 7Y 0.01% Strategic Investment Solutions, Inc. /IL 3Y 0.01%

FAQ About EVERGREEN CAPITAL MANAGEMENT LLC and PALL

These are the practical questions this page is built to answer before you even open the full history table.

How long has EVERGREEN CAPITAL MANAGEMENT LLC reported owning PALL?

EVERGREEN CAPITAL MANAGEMENT LLC reported PALL across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported PALL position in EVERGREEN CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for PALL was 0.13% in 2024 Q3.

What is the latest reported PALL position on this page?

The most recent filing on this page is 2026 Q2, when EVERGREEN CAPITAL MANAGEMENT LLC reported 122,415 shares, equal to 0.05% of portfolio, with an estimated market value of $2.7M.

What does the chart on this PALL ownership page compare?

The chart compares EVERGREEN CAPITAL MANAGEMENT LLC's quarterly PALL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EVERGREEN CAPITAL MANAGEMENT LLC time their PALL position?

Based on 13F filing dates vs. subsequent PALL price moves, EVERGREEN CAPITAL MANAGEMENT LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on PALL relative to SPY over the holding period was -2.2%.

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