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Evolve Private Wealth, LLC

SEC CIK
0002111131
Latest filing
Aug 12, 2026

SONY holding history

Sony Group Corp 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.

SONY overviewAll 13F holders of SONYFull Q2 2026 holdings

Shares (Q2 2026)
27,359
Value
$548.8K
% of portfolio
<0.1%
Quarters held
3
Since Q4 2025
Holdings of SONY by Evolve Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,359$548.8K<0.1%+1,520+5.9%AddedHolders
Q1 202625,839$534.9K<0.1%+5,533+27.2%AddedHolders
Q4 202520,306$519.8K<0.1%–No prior filingHolders