Evolve Private Wealth, LLC

SEC CIK: 0002111131
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

DSM holding history

BNY Mellon Strategic Municipal Bond Fund, 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.

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

Shares (Q2 2026): 43,690
Value: $268.7K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of DSM by Evolve Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	43,690	$268.7K	<0.1%	+15,279+53.8%	Added	Holders
Q1 2026	28,411	$170.8K	<0.1%	+376+1.3%	Added	Holders
Q4 2025	28,035	$173.0K	<0.1%	–	No prior filing	Holders