EVOLUTION WEALTH MANAGEMENT INC.: AGGY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EVOLUTION WEALTH MANAGEMENT INC. on AGGY, newest first. How the timeline and the estimate are built.
EVOLUTION WEALTH MANAGEMENT INC. held 3,801 AGGY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 3,801 sharesChange vs previous 13F +57 shares
0.1% of the 13F portfolio, value $165,257.
13F-HR 0002010029-26-000004 filed by EVOLUTION WEALTH MANAGEMENT INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,744 sharesChange vs previous 13F -114 shares
0.12% of the 13F portfolio, value $162,677.
13F-HR 0002010029-26-000003 filed by EVOLUTION WEALTH MANAGEMENT INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,858 sharesChange vs previous 13F -1,223 shares
0.14% of the 13F portfolio, value $169,945.
13F-HR 0002010029-26-000001 filed by EVOLUTION WEALTH MANAGEMENT INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 5,081 sharesChange vs previous 13F -200 shares
0.23% of the 13F portfolio, value $224,936.
13F-HR/A 0002010029-26-000002 filed by EVOLUTION WEALTH MANAGEMENT INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,281 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $230,410.
13F-HR 0002010029-25-000002 filed by EVOLUTION WEALTH MANAGEMENT INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).