Evolution Wealth Advisors, LLC: SHLD position timeline

Evolution Wealth Advisors, LLC held 220,193 SHLD 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 220,193 shares

   Change vs previous 13F +11,879 shares

   1.54% of the 13F portfolio, value $13,147,720.

   13F-HR 0001763121-26-000008 filed by Evolution Wealth Advisors, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 208,314 shares

   Change vs previous 13F +2,407 shares

   1.5% of the 13F portfolio, value $14,756,959.

   13F-HR 0001763121-26-000004 filed by Evolution Wealth Advisors, LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 205,907 shares

   Change vs previous 13F +2,798 shares

   1.34% of the 13F portfolio, value $13,340,715.

   13F-HR 0001763121-26-000001 filed by Evolution Wealth Advisors, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 203,109 shares

   Change vs previous 13F +174,459 shares

   1.92% of the 13F portfolio, value $14,266,376.

   13F-HR 0001763121-25-000009 filed by Evolution Wealth Advisors, LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 28,650 shares

   Change vs previous 13F not available

   0.25% of the 13F portfolio, value $1,726,163.

   13F-HR 0001763121-25-000005 filed by Evolution Wealth Advisors, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).