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Evolution Wealth Advisors, LLC: XLV position timeline

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

Evolution Wealth Advisors, LLC held 85,624 XLV 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 85,624 shares
    Change vs previous 13F -29,552 shares

    1.59% of the 13F portfolio, value $13,585,100.

    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 115,176 shares
    Change vs previous 13F +2,714 shares

    1.72% of the 13F portfolio, value $16,885,962.

    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 112,462 shares
    Change vs previous 13F +1,306 shares

    1.75% of the 13F portfolio, value $17,409,391.

    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 111,156 shares
    Change vs previous 13F -15,465 shares

    2.08% of the 13F portfolio, value $15,469,673.

    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 126,621 shares
    Change vs previous 13F +631 shares

    2.5% of the 13F portfolio, value $17,067,261.

    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 125,990 shares
    Change vs previous 13F +46,265 shares

    3.07% of the 13F portfolio, value $18,395,839.

    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 79,725 shares
    Change vs previous 13F +460 shares

    1.83% of the 13F portfolio, value $10,967,436.

    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 79,265 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $12,207,258.

    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).