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Evolution Wealth Advisors, LLC: PBW position timeline

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

Evolution Wealth Advisors, LLC held 6,738 PBW 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 6,738 shares
    Change vs previous 13F -20 shares

    0.03% of the 13F portfolio, value $262,863.

    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 6,758 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $213,429.

    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 6,758 shares
    Change vs previous 13F +6,758 shares

    0.02% of the 13F portfolio, value $206,400.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -11,108 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 11,108 shares
    Change vs previous 13F -3,251 shares

    0.04% of the 13F portfolio, value $222,328.

    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).

  6. period ended2024-09-30
    13F 14,359 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $287,626.

    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).