Skip to main content

Evolution Wealth Management Inc.

SEC CIK
0002010029
Latest filing
Jul 21, 2026

EPD holding history

Enterprise Products Partners L.P. 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.

EPD overviewAll 13F holders of EPDFull Q2 2026 holdings

Shares (Q2 2026)
414
Value
$15.2K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of EPD by Evolution Wealth Management Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026414$15.2K<0.1%+100+31.8%AddedHolders
Q1 2026314$11.9K<0.1%00.0%UnchangedHolders
Q4 2025314$10.1K<0.1%+50+18.9%AddedHolders
Q3 2025264$8.26K<0.1%00.0%UnchangedHolders
Q2 2025264$8.19K<0.1%–No prior filingHolders