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Evolve Private Wealth, LLC

SEC CIK
0002111131
Latest filing
Aug 12, 2026

AGO holding history

Assured Guaranty Ltd 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.

AGO overviewAll 13F holders of AGOFull Q2 2026 holdings

Shares (Q2 2026)
6,390
Value
$512.0K
% of portfolio
<0.1%
Quarters held
3
Since Q4 2025
Holdings of AGO by Evolve Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,390$512.0K<0.1%−2,746−30.1%ReducedHolders
Q1 20269,136$744.4K<0.1%+480+5.5%AddedHolders
Q4 20258,656$777.9K<0.1%–No prior filingHolders