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Evolution Wealth Advisors, LLC: ETHA position timeline

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

Evolution Wealth Advisors, LLC held 18,575 ETHA 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 18,575 shares
    Change vs previous 13F +745 shares

    0.03% of the 13F portfolio, value $220,857.

    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 17,830 shares
    Change vs previous 13F +1,330 shares

    0.03% of the 13F portfolio, value $282,249.

    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 16,500 shares
    Change vs previous 13F -3,735 shares

    0.04% of the 13F portfolio, value $370,095.

    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 20,235 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $637,605.

    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).