Evolution Wealth Advisors, LLC: AAXJ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evolution Wealth Advisors, LLC on AAXJ, newest first. How the timeline and the estimate are built.
Evolution Wealth Advisors, LLC held 4,838 AAXJ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 4,838 sharesChange vs previous 13F +500 shares
0.07% of the 13F portfolio, value $577,333.
13F-HR 0001763121-26-000008 filed by Evolution Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,338 sharesChange vs previous 13F +334 shares
0.04% of the 13F portfolio, value $417,716.
13F-HR 0001763121-26-000004 filed by Evolution Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,004 sharesChange vs previous 13F -59,753 shares
0.04% of the 13F portfolio, value $372,914.
13F-HR 0001763121-26-000001 filed by Evolution Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 63,757 sharesChange vs previous 13F -770 shares
0.78% of the 13F portfolio, value $5,816,021.
13F-HR 0001763121-25-000009 filed by Evolution Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 64,527 sharesChange vs previous 13F -743 shares
0.78% of the 13F portfolio, value $5,331,244.
13F-HR 0001763121-25-000005 filed by Evolution Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 65,270 sharesChange vs previous 13F -3,362 shares
0.81% of the 13F portfolio, value $4,830,030.
13F-HR 0001763121-25-000004 filed by Evolution Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 68,632 sharesChange vs previous 13F +5,559 shares
0.83% of the 13F portfolio, value $4,953,868.
13F-HR 0001763121-25-000001 filed by Evolution Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 63,073 sharesChange vs previous 13F not available
0.89% of the 13F portfolio, value $4,948,099.
13F-HR 0001763121-24-000006 filed by Evolution Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).