Position in FTDR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$906,949
+$308,997 QoQ
Shares Held
11,689
+3.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#175
of 384 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in FTDR Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $1,552,251 across 3 Personal Services names. FTDR ranks #1 (58.4% of the industry book) .
All Filings in FTDR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $906,949 | 11,689 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $597,952 | 11,312 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $634,590 | 11,000 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||