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Evolve Private Wealth, LLC

SEC CIK
0002111131
Latest filing
Aug 12, 2026

HRB holding history

H&R Block 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.

HRB overviewAll 13F holders of HRBFull Q2 2026 holdings

Shares (Q2 2026)
8,918
Value
$342.6K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of HRB by Evolve Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,918$342.6K<0.1%+8,918NewHolders