Evolve Private Wealth, LLC

SEC CIK: 0002111131
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

USA holding history

Liberty All Star Equity Fund 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.

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

Shares (Q2 2026): 105,207
Value: $611.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of USA by Evolve Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	105,207	$611.3K	<0.1%	+58,747+126.4%	Added	Holders
Q1 2026	46,460	$257.9K	<0.1%	+20,024+75.7%	Added	Holders
Q4 2025	26,436	$168.9K	<0.1%	–	No prior filing	Holders