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Evolution Wealth Advisors, LLC: JPIE position timeline

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

Evolution Wealth Advisors, LLC held 96,602 JPIE 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 96,602 shares
    Change vs previous 13F -3,789 shares

    0.52% of the 13F portfolio, value $4,448,512.

    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 100,391 shares
    Change vs previous 13F +65 shares

    0.47% of the 13F portfolio, value $4,625,013.

    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 100,326 shares
    Change vs previous 13F -730 shares

    0.47% of the 13F portfolio, value $4,644,091.

    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 101,056 shares
    Change vs previous 13F -1,415 shares

    0.63% of the 13F portfolio, value $4,690,009.

    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 102,471 shares
    Change vs previous 13F +15,020 shares

    0.69% of the 13F portfolio, value $4,746,457.

    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 87,451 shares
    Change vs previous 13F +26,335 shares

    0.67% of the 13F portfolio, value $4,028,868.

    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 61,116 shares
    Change vs previous 13F -2,575 shares

    0.47% of the 13F portfolio, value $2,788,112.

    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 63,691 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,954,625.

    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).