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Evolve Private Wealth, LLC

SEC CIK
0002111131
Latest filing
Aug 12, 2026

RVT holding history

Royce Small-Cap Trust, 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.

RVT overviewAll 13F holders of RVTFull Q2 2026 holdings

Shares (Q2 2026)
108,008
Value
$1.99M
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of RVT by Evolve Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026108,008$1.99M0.1%−3,116−2.8%ReducedHolders
Q1 2026111,124$1.84M0.1%−226−0.2%ReducedHolders
Q4 2025111,350$1.79M0.1%–No prior filingHolders