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Evolution Wealth Advisors, LLC: COMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evolution Wealth Advisors, LLC on COMT, newest first. How the timeline and the estimate are built.

Evolution Wealth Advisors, LLC held 92,201 COMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,201 shares
    Change vs previous 13F +735 shares

    0.33% of the 13F portfolio, value $2,800,146.

    13F-HR 0001763121-26-000008 filed by Evolution Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 91,466 shares
    Change vs previous 13F -32,211 shares

    0.32% of the 13F portfolio, value $3,092,467.

    13F-HR 0001763121-26-000004 filed by Evolution Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 123,677 shares
    Change vs previous 13F -17,916 shares

    0.31% of the 13F portfolio, value $3,078,893.

    13F-HR 0001763121-26-000001 filed by Evolution Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 141,593 shares
    Change vs previous 13F -13,460 shares

    0.51% of the 13F portfolio, value $3,801,765.

    13F-HR 0001763121-25-000009 filed by Evolution Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 155,053 shares
    Change vs previous 13F -10,281 shares

    0.59% of the 13F portfolio, value $4,008,120.

    13F-HR 0001763121-25-000005 filed by Evolution Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 165,334 shares
    Change vs previous 13F -170,550 shares

    0.73% of the 13F portfolio, value $4,376,397.

    13F-HR 0001763121-25-000004 filed by Evolution Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 335,884 shares
    Change vs previous 13F +102,473 shares

    1.42% of the 13F portfolio, value $8,501,074.

    13F-HR 0001763121-25-000001 filed by Evolution Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 233,411 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $6,047,710.

    13F-HR 0001763121-24-000006 filed by Evolution Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).