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Evolution Wealth Advisors, LLC: IBB position timeline

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

Evolution Wealth Advisors, LLC held 5,377 IBB 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 5,377 shares
    Change vs previous 13F +310 shares

    0.12% of the 13F portfolio, value $1,022,697.

    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 5,067 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $855,603.

    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 5,067 shares
    Change vs previous 13F -250 shares

    0.09% of the 13F portfolio, value $855,198.

    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 5,317 shares
    Change vs previous 13F -305 shares

    0.1% of the 13F portfolio, value $767,649.

    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 5,622 shares
    Change vs previous 13F -131 shares

    0.1% of the 13F portfolio, value $711,269.

    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 5,753 shares
    Change vs previous 13F -17,935 shares

    0.12% of the 13F portfolio, value $735,753.

    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 23,688 shares
    Change vs previous 13F +1,156 shares

    0.52% of the 13F portfolio, value $3,131,732.

    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 22,532 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,280,714.

    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).