Position in BDC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$236,702
-$423,800 QoQ
Shares Held
1,974
-65.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#257
of 371 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BDC Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $19,554,722 across 11 Communication Equipment names. BDC ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HPE |
Hewlett Packard Enterprise Co
|
153,551 | $6,926,685 | |
| 2 | CSCO |
Cisco Systems, Inc.
|
57,708 | $6,778,381 | |
| 3 | ERIC |
Ericsson Lm Telephone Co
|
153,115 | $1,707,232 | |
| 4 | CIEN |
Ciena Corp
|
2,973 | $1,458,434 | |
| 5 | MSI |
Motorola Solutions, Inc.
|
2,390 | $992,543 | |
| 6 | VISN |
Vistance Networks, Inc.
|
36,502 | $466,495 | |
| 7 | ZBRA |
Zebra Technologies Corp
|
989 | $260,364 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
|
2,875 | $255,472 |
All Filings in BDC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,702 | 1,974 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $660,502 | 5,752 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $648,134 | 5,561 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||