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EVOLUTION WEALTH MANAGEMENT INC.: DJUL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EVOLUTION WEALTH MANAGEMENT INC. on DJUL, newest first. How the timeline and the estimate are built.

EVOLUTION WEALTH MANAGEMENT INC. held 10,377 DJUL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,377 shares
    Change vs previous 13F -225 shares

    0.31% of the 13F portfolio, value $520,355.

    13F-HR 0002010029-26-000004 filed by EVOLUTION WEALTH MANAGEMENT INC.
    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 10,602 shares
    Change vs previous 13F -684 shares

    0.36% of the 13F portfolio, value $495,537.

    13F-HR 0002010029-26-000003 filed by EVOLUTION WEALTH MANAGEMENT INC.
    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 11,286 shares
    Change vs previous 13F -67 shares

    0.44% of the 13F portfolio, value $536,875.

    13F-HR 0002010029-26-000001 filed by EVOLUTION WEALTH MANAGEMENT INC.
    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/A 11,353 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $530,128.

    13F-HR/A 0002010029-26-000002 filed by EVOLUTION WEALTH MANAGEMENT INC.
    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 11,353 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $504,326.

    13F-HR 0002010029-25-000002 filed by EVOLUTION WEALTH MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).