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Evolution Wealth Advisors, LLC: SOXX position timeline

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

Evolution Wealth Advisors, LLC held 19,140 SOXX 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 19,140 shares
    Change vs previous 13F +7,831 shares

    1.43% of the 13F portfolio, value $12,264,068.

    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 11,309 shares
    Change vs previous 13F +8 shares

    0.38% of the 13F portfolio, value $3,716,961.

    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 11,301 shares
    Change vs previous 13F +608 shares

    0.34% of the 13F portfolio, value $3,403,299.

    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 10,693 shares
    Change vs previous 13F +569 shares

    0.39% of the 13F portfolio, value $2,899,012.

    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 10,124 shares
    Change vs previous 13F -1,395 shares

    0.35% of the 13F portfolio, value $2,416,680.

    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 11,519 shares
    Change vs previous 13F +4,147 shares

    0.36% of the 13F portfolio, value $2,167,548.

    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 7,372 shares
    Change vs previous 13F -2,130 shares

    0.27% of the 13F portfolio, value $1,588,604.

    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 9,502 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,191,066.

    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).