Evolution Wealth Management Inc.ETFConcentrated trader

CIK: 0002010029 | FORT MYERS, FL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	926	$173.9M	2026-10-28	SEC ↗
Q2 2026	13F-HR	939	$170.1M	2026-07-21	SEC ↗
Q1 2026	13F-HR	854	$136.8M	2026-04-27	SEC ↗
Q4 2025	13F-HR	747	$120.9M	2026-02-10	SEC ↗
Q3 2025Amended	13F-HR/A	591	$97.4M	2025-10-23	SEC ↗
Q2 2025	13F-HR	579	$81.2M	2025-08-29	SEC ↗