Evolution Wealth Management Inc.

SEC CIK: 0002010029
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

AWR holding history

American States Water Co in every 13F filed by Evolution Wealth Management Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AWR overview All 13F holders of AWR Full Q2 2026 holdings

Shares (Q2 2026): 39
Value: $3.22K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of AWR by Evolution Wealth Management Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	39	$3.22K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	39	$2.95K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	39	$2.83K	<0.1%	+39	New	Holders