Evolution Wealth Advisors, LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evolution Wealth Advisors, LLC on PG, newest first. How the timeline and the estimate are built.
Evolution Wealth Advisors, LLC held 1,870 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 1,870 sharesChange vs previous 13F -49 shares
0.03% of the 13F portfolio, value $274,217.
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 1,919 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $277,180.
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 1,919 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $275,012.
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 1,919 sharesChange vs previous 13F +1,919 shares
0.04% of the 13F portfolio, value $294,854.
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 ended2025-06-3013F 0 sharesChange vs previous 13F -1,299 shares
13F-HR 0001763121-25-000005 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 ended2025-03-3113F 1,299 sharesChange vs previous 13F -82 shares
0.04% of the 13F portfolio, value $221,317.
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).
- period ended2024-12-3113F 1,381 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $231,274.
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).