EVOLVE PRIVATE WEALTH, LLC: NET position timeline

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

EVOLVE PRIVATE WEALTH, LLC held 2,854 NET shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 2,854 shares
Change vs previous 13F +1,265 shares
0.04% of the 13F portfolio, value $700,029.
13F-HR 0001951757-26-001250 filed by EVOLVE PRIVATE WEALTH, LLC
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,589 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $327,874.
13F-HR 0001951757-26-000621 filed by EVOLVE PRIVATE WEALTH, LLC
Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).