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Evolution Wealth Advisors, LLC: IBIT position timeline

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

Evolution Wealth Advisors, LLC held 185,593 IBIT 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 185,593 shares
    Change vs previous 13F +20,023 shares

    0.72% of the 13F portfolio, value $6,178,391.

    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 165,570 shares
    Change vs previous 13F +16,884 shares

    0.65% of the 13F portfolio, value $6,361,199.

    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 148,686 shares
    Change vs previous 13F -28,636 shares

    0.74% of the 13F portfolio, value $7,382,215.

    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 177,322 shares
    Change vs previous 13F -7,779 shares

    1.55% of the 13F portfolio, value $11,525,970.

    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 185,101 shares
    Change vs previous 13F +771 shares

    1.66% of the 13F portfolio, value $11,329,912.

    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 184,330 shares
    Change vs previous 13F +7,550 shares

    1.44% of the 13F portfolio, value $8,628,572.

    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 176,780 shares
    Change vs previous 13F +54,651 shares

    1.57% of the 13F portfolio, value $9,378,292.

    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 122,129 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $4,412,521.

    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).