Evolve Private Wealth, LLC

SEC CIK: 0002111131
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

FTRE holding history

Fortrea Holdings 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.

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

Shares (Q2 2026): 10,966
Value: $190.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of FTRE by Evolve Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,966	$190.8K	<0.1%	−5,809−34.6%	Reduced	Holders
Q1 2026	16,775	$158.0K	<0.1%	−2,252−11.8%	Reduced	Holders
Q4 2025	19,027	$328.2K	<0.1%	–	No prior filing	Holders