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Evolution Wealth Advisors, LLC: PDBC position timeline

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

Evolution Wealth Advisors, LLC held 134,876 PDBC 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 134,876 shares
    Change vs previous 13F -42 shares

    0.25% of the 13F portfolio, value $2,141,832.

    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 134,918 shares
    Change vs previous 13F -18,392 shares

    0.24% of the 13F portfolio, value $2,336,781.

    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 153,310 shares
    Change vs previous 13F -12,406 shares

    0.2% of the 13F portfolio, value $2,031,358.

    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 165,716 shares
    Change vs previous 13F -12,620 shares

    0.3% of the 13F portfolio, value $2,225,567.

    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 178,336 shares
    Change vs previous 13F -75 shares

    0.34% of the 13F portfolio, value $2,325,502.

    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 178,411 shares
    Change vs previous 13F -36,360 shares

    0.41% of the 13F portfolio, value $2,431,743.

    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 214,771 shares
    Change vs previous 13F -342,695 shares

    0.47% of the 13F portfolio, value $2,789,876.

    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 557,466 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $7,486,768.

    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).