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Evolution Wealth Advisors, LLC: IVES position timeline

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

Evolution Wealth Advisors, LLC held 9,540 IVES 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 9,540 shares
    Change vs previous 13F +165 shares

    0.04% of the 13F portfolio, value $363,474.

    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 9,375 shares
    Change vs previous 13F -1,655 shares

    0.03% of the 13F portfolio, value $265,969.

    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 11,030 shares
    Change vs previous 13F -170 shares

    0.04% of the 13F portfolio, value $348,658.

    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 11,200 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $359,744.

    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).