Evolution Wealth Management Inc.

SEC CIK: 0002010029
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

BNY holding history

Bank of New York Mellon Corp 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.

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

Shares (Q2 2026): 30
Value: $4.34K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of BNY by Evolution Wealth Management Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30	$4.34K	<0.1%	+3+11.1%	Added	Holders
Q1 2026	27	$3.20K	<0.1%	−112−80.6%	Reduced	Holders
Q4 2025	139	$16.1K	<0.1%	+139	New	Holders