Evolve Private Wealth, LLC

SEC CIK: 0002111131
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

USB holding history

US Bancorp DE 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.

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

Shares (Q2 2026): 5,397
Value: $329.2K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of USB by Evolve Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,397	$329.2K	<0.1%	−11,204−67.5%	Reduced	Holders
Q1 2026	16,601	$863.4K	<0.1%	−1,618−8.9%	Reduced	Holders
Q4 2025	18,219	$981.6K	0.1%	–	No prior filing	Holders