Evolve Private Wealth, LLC

SEC CIK: 0002111131
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

SOR holding history

Source Capital 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.

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

Shares (Q2 2026): 10,666
Value: $490.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of SOR by Evolve Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,666	$490.3K	<0.1%	−700−6.2%	Reduced	Holders
Q1 2026	11,366	$526.5K	<0.1%	−45−0.4%	Reduced	Holders
Q4 2025	11,411	$522.2K	<0.1%	–	No prior filing	Holders