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Disclosery

EVOLVE PRIVATE WEALTH, LLC: EA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EVOLVE PRIVATE WEALTH, LLC on EA, newest first. How the timeline and the estimate are built.

EVOLVE PRIVATE WEALTH, LLC held 1,252 EA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,252 shares
    Change vs previous 13F -296 shares

    0.02% of the 13F portfolio, value $256,724.

    13F-HR 0001951757-26-001250 filed by EVOLVE PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,548 shares
    Change vs previous 13F +216 shares

    0.02% of the 13F portfolio, value $315,607.

    13F-HR 0001951757-26-000621 filed by EVOLVE PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,332 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $272,168.

    13F-HR 0001951757-26-000467 filed by EVOLVE PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).