Evolve Private Wealth, LLC

SEC CIK: 0002111131
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

AAT holding history

American Assets Trust, Inc. in every 13F filed by Evolve Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

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

Shares (Q2 2026): 30,190
Value: $745.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of AAT by Evolve Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30,190	$745.4K	<0.1%	+2,515+9.1%	Added	Holders
Q1 2026	27,675	$509.5K	<0.1%	+2,759+11.1%	Added	Holders
Q4 2025	24,916	$471.7K	<0.1%	–	No prior filing	Holders