Evolution Wealth Management Inc.

SEC CIK: 0002010029
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

CWT holding history

California Water Service Group 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.

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

Shares (Q2 2026): 141
Value: $6.86K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of CWT by Evolution Wealth Management Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	141	$6.86K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	141	$6.39K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	141	$6.11K	<0.1%	+141	New	Holders