Skip to main content

Evolve Private Wealth, LLC

SEC CIK
0002111131
Latest filing
Aug 12, 2026

TW holding history

Tradeweb Markets 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.

TW overviewAll 13F holders of TWFull Q2 2026 holdings

Shares (Q2 2026)
3,780
Value
$376.7K
% of portfolio
<0.1%
Quarters held
3
Since Q4 2025
Holdings of TW by Evolve Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,780$376.7K<0.1%−990−20.8%ReducedHolders
Q1 20264,770$561.2K<0.1%+346+7.8%AddedHolders
Q4 20254,424$475.8K<0.1%–No prior filingHolders