Evolution Wealth Management Inc.

SEC CIK: 0002010029
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

PFD holding history

Flaherty & Crumrine Preferred & Income Fund Inc 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.

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

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q2 2025

Holdings of PFD by Evolution Wealth Management Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−648−100.0%	Sold out	Holders
Q2 2025	648	$7.33K	<0.1%	–	No prior filing	Holders