Evolution Wealth Advisors, LLC: SHEL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evolution Wealth Advisors, LLC on SHEL, newest first. How the timeline and the estimate are built.
Evolution Wealth Advisors, LLC held 0 SHEL shares at 2025-09-30 per its 13F-HR filed 2025-10-28.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -3,175 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 3,175 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $223,552.
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).
- period ended2025-03-3113F 3,175 sharesChange vs previous 13F -2,194 shares
0.04% of the 13F portfolio, value $232,664.
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 5,369 sharesChange vs previous 13F +1,245 shares
0.06% of the 13F portfolio, value $336,368.
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 4,124 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $271,978.
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).