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Evolution Wealth Advisors, LLC: LQD position timeline

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

Evolution Wealth Advisors, LLC held 19,646 LQD 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 19,646 shares
    Change vs previous 13F -1,482 shares

    0.25% of the 13F portfolio, value $2,142,782.

    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 21,128 shares
    Change vs previous 13F +278 shares

    0.23% of the 13F portfolio, value $2,302,718.

    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 20,850 shares
    Change vs previous 13F +704 shares

    0.23% of the 13F portfolio, value $2,297,498.

    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 20,146 shares
    Change vs previous 13F -16,410 shares

    0.3% of the 13F portfolio, value $2,245,706.

    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 36,556 shares
    Change vs previous 13F -504 shares

    0.59% of the 13F portfolio, value $4,006,886.

    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 37,060 shares
    Change vs previous 13F -769 shares

    0.67% of the 13F portfolio, value $4,028,054.

    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 37,829 shares
    Change vs previous 13F -1,585 shares

    0.68% of the 13F portfolio, value $4,041,480.

    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 39,414 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $4,453,323.

    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).