EVOLUTION WEALTH MANAGEMENT INC.: DFEB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EVOLUTION WEALTH MANAGEMENT INC. on DFEB, newest first. How the timeline and the estimate are built.
EVOLUTION WEALTH MANAGEMENT INC. held 1,933 DFEB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 1,933 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $97,602.
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 1,933 sharesChange vs previous 13F -1,537 shares
0.07% of the 13F portfolio, value $91,566.
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 3,470 sharesChange vs previous 13F -3 shares
0.14% of the 13F portfolio, value $165,594.
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 3,473 sharesChange vs previous 13F -1,464 shares
0.17% of the 13F portfolio, value $161,621.
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 4,937 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $220,410.
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).