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Evolution Wealth Advisors, LLC: SOFI position timeline

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

Evolution Wealth Advisors, LLC held 0 SOFI shares at 2025-09-30 per its 13F-HR filed 2025-10-28.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -18,715 shares

    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).

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

  2. period ended2025-06-30
    13F 18,715 shares
    Change vs previous 13F -200 shares

    0.05% of the 13F portfolio, value $340,800.

    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).

  3. period ended2025-03-31
    13F 18,915 shares
    Change vs previous 13F +3,685 shares

    0.04% of the 13F portfolio, value $219,981.

    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).

  4. period ended2024-12-31
    13F 15,230 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $234,542.

    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).