Evolution Wealth Management Inc.

SEC CIK: 0002010029
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company 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.

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

Shares (Q2 2026): 224
Value: $18.5K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of WFC by Evolution Wealth Management Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	224	$18.5K	<0.1%	+82+57.7%	Added	Holders
Q1 2026	142	$11.3K	<0.1%	+126+787.5%	Added	Holders
Q4 2025	16	$1.49K	<0.1%	+6+60.0%	Added	Holders
Q3 2025	10	$838	<0.1%	+10	New	Holders