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Evolve Private Wealth, LLC

SEC CIK
0002111131
Latest filing
Aug 12, 2026

SOFI holding history

SoFi Technologies, 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.

SOFI overviewAll 13F holders of SOFIFull Q2 2026 holdings

Shares (Q2 2026)
40,503
Value
$726.2K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of SOFI by Evolve Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202640,503$726.2K<0.1%+40,503NewHolders