Evolve Private Wealth, LLC

SEC CIK: 0002111131
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

SMFG holding history

Sumitomo Mitsui Financial Group, 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.

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

Shares (Q2 2026): 23,919
Value: $564.0K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of SMFG by Evolve Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,919	$564.0K	<0.1%	+2,257+10.4%	Added	Holders
Q1 2026	21,662	$427.8K	<0.1%	+1,772+8.9%	Added	Holders
Q4 2025	19,890	$384.5K	<0.1%	–	No prior filing	Holders