Evolve Private Wealth, LLC

SEC CIK: 0002111131
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

ADT holding history

ADT 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.

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

Shares (Q2 2026): 36,793
Value: $241.1K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of ADT by Evolve Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	36,793	$241.1K	<0.1%	−293,789−88.9%	Reduced	Holders
Q1 2026	330,582	$2.17M	0.1%	−17,940−5.1%	Reduced	Holders
Q4 2025	348,522	$2.83M	0.2%	–	No prior filing	Holders