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Evolution Wealth Advisors, LLC: EZU position timeline

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

Evolution Wealth Advisors, LLC held 193,261 EZU 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 193,261 shares
    Change vs previous 13F -104,997 shares

    1.57% of the 13F portfolio, value $13,431,661.

    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 298,258 shares
    Change vs previous 13F +8,037 shares

    1.9% of the 13F portfolio, value $18,682,863.

    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 290,221 shares
    Change vs previous 13F +6,498 shares

    1.87% of the 13F portfolio, value $18,603,431.

    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 283,723 shares
    Change vs previous 13F +5,456 shares

    2.36% of the 13F portfolio, value $17,574,014.

    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 278,267 shares
    Change vs previous 13F +270,392 shares

    2.42% of the 13F portfolio, value $16,542,948.

    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 7,875 shares
    Change vs previous 13F -210 shares

    0.07% of the 13F portfolio, value $419,344.

    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 8,085 shares
    Change vs previous 13F -56,785 shares

    0.06% of the 13F portfolio, value $381,612.

    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 64,870 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,389,745.

    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).