EVOLUTION WEALTH MANAGEMENT INC.: DSEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EVOLUTION WEALTH MANAGEMENT INC. on DSEP, newest first. How the timeline and the estimate are built.
EVOLUTION WEALTH MANAGEMENT INC. held 6,340 DSEP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 6,340 sharesChange vs previous 13F -299 shares
0.18% of the 13F portfolio, value $300,770.
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 6,639 sharesChange vs previous 13F -6 shares
0.21% of the 13F portfolio, value $291,861.
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 6,645 sharesChange vs previous 13F -3 shares
0.25% of the 13F portfolio, value $298,401.
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 6,648 sharesChange vs previous 13F -2,852 shares
0.3% of the 13F portfolio, value $293,842.
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 9,500 sharesChange vs previous 13F not available
0.5% of the 13F portfolio, value $402,798.
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).