EVOLUTION WEALTH MANAGEMENT INC.
Q3 2026 13F Holdings
Location
Fort Myers, FL
Holdings as of
9/30/2026
Value ($000)
$173,911
Num holdings
926
Date filed
10/28/2026
Form type
13F-HR
Holdings also reported by
AE Wealth Management LLC
Prev filing
7/21/2026
Next filing
SEC
View on sec.gov
Compare Q3 2026 to
2026 Q2
2026 Q1
2025 Q4
2025 Q3 - RESTATEMENT
2025 Q2
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type