Position in W
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$290,938
+$89,300 QoQ
Shares Held
3,148
+17.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#303
of 452 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in W Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $21,624,266 across 7 Internet Retail names. W ranks #5 (1.3% of the industry book) .
All Filings in W
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,938 | 3,148 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $201,638 | 2,681 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $355,953 | 3,545 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||