Evolution Wealth Management Inc.

SEC CIK: 0002010029
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

PFG holding history

Principal Financial Group 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.

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

Shares (Q2 2026): 5
Value: $539
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of PFG by Evolution Wealth Management Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5	$539	<0.1%	00.0%	Unchanged	Holders
Q1 2026	5	$451	<0.1%	00.0%	Unchanged	Holders
Q4 2025	5	$441	<0.1%	00.0%	Unchanged	Holders
Q3 2025	5	$415	<0.1%	+5	New	Holders