Evolution Wealth Advisors, LLC: CALF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evolution Wealth Advisors, LLC on CALF, newest first. How the timeline and the estimate are built.
Evolution Wealth Advisors, LLC held 24,817 CALF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 24,817 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $1,255,988.
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 24,817 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $1,113,539.
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 24,817 sharesChange vs previous 13F -1,060 shares
0.11% of the 13F portfolio, value $1,101,234.
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 25,877 sharesChange vs previous 13F -1,500 shares
0.15% of the 13F portfolio, value $1,133,102.
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 27,377 sharesChange vs previous 13F -1 shares
0.16% of the 13F portfolio, value $1,090,093.
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 27,378 sharesChange vs previous 13F -8,168 shares
0.17% of the 13F portfolio, value $1,026,720.
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 35,546 sharesChange vs previous 13F -154 shares
0.26% of the 13F portfolio, value $1,564,363.
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 35,700 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $1,660,742.
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).