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Evolution Wealth Advisors, LLC: VDE position timeline

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

Evolution Wealth Advisors, LLC held 12,485 VDE 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 12,485 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,874,373.

    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 12,485 shares
    Change vs previous 13F -5,978 shares

    0.22% of the 13F portfolio, value $2,160,404.

    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 18,463 shares
    Change vs previous 13F -33,249 shares

    0.23% of the 13F portfolio, value $2,324,861.

    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 51,712 shares
    Change vs previous 13F -1,053 shares

    0.87% of the 13F portfolio, value $6,508,472.

    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 52,765 shares
    Change vs previous 13F -2,665 shares

    0.92% of the 13F portfolio, value $6,285,367.

    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 55,430 shares
    Change vs previous 13F -1,090 shares

    1.2% of the 13F portfolio, value $7,189,825.

    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 56,520 shares
    Change vs previous 13F +26,690 shares

    1.15% of the 13F portfolio, value $6,856,441.

    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 29,830 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,653,280.

    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).