Evolution Wealth Advisors, LLC: KRE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evolution Wealth Advisors, LLC on KRE, newest first. How the timeline and the estimate are built.
Evolution Wealth Advisors, LLC held 3,300 KRE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 3,300 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $247,005.
13F-HR 0001763121-26-000008 filed by Evolution Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,300 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $214,995.
13F-HR 0001763121-26-000004 filed by Evolution Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,300 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $213,873.
13F-HR 0001763121-26-000001 filed by Evolution Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,300 sharesChange vs previous 13F +3,300 shares
0.03% of the 13F portfolio, value $208,890.
13F-HR 0001763121-25-000009 filed by Evolution Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -6,000 shares
13F-HR 0001763121-25-000004 filed by Evolution Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 6,000 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $362,114.
13F-HR 0001763121-25-000001 filed by Evolution Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,000 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $339,749.
13F-HR 0001763121-24-000006 filed by Evolution Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).