Skip to main content

Evolve Private Wealth, LLC

SEC CIK
0002111131
Latest filing
Aug 12, 2026

DFIN holding history

Donnelley Financial Solutions, 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.

DFIN overviewAll 13F holders of DFINFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2025
Holdings of DFIN by Evolve Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−9,374−100.0%Sold outHolders
Q1 20269,374$441.9K<0.1%+686+7.9%AddedHolders
Q4 20258,688$405.6K<0.1%–No prior filingHolders