Evolution Wealth Advisors, LLC: VB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evolution Wealth Advisors, LLC on VB, newest first. How the timeline and the estimate are built.
Evolution Wealth Advisors, LLC held 35,915 VB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 35,915 sharesChange vs previous 13F -932 shares
1.27% of the 13F portfolio, value $10,886,605.
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 36,847 sharesChange vs previous 13F +623 shares
0.98% of the 13F portfolio, value $9,650,931.
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 36,224 sharesChange vs previous 13F -27 shares
0.94% of the 13F portfolio, value $9,343,930.
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 36,251 sharesChange vs previous 13F +50 shares
1.24% of the 13F portfolio, value $9,217,951.
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 36,201 sharesChange vs previous 13F -4,227 shares
1.26% of the 13F portfolio, value $8,578,928.
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 40,428 sharesChange vs previous 13F -635 shares
1.5% of the 13F portfolio, value $8,964,880.
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 41,063 sharesChange vs previous 13F -1,454 shares
1.65% of the 13F portfolio, value $9,866,656.
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 42,517 sharesChange vs previous 13F not available
1.82% of the 13F portfolio, value $10,085,351.
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).