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EVOLUTION WEALTH MANAGEMENT INC.: HEQT position timeline

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

EVOLUTION WEALTH MANAGEMENT INC. held 83,859 HEQT 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 83,859 shares
    Change vs previous 13F +9,129 shares

    1.65% of the 13F portfolio, value $2,812,631.

    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 74,730 shares
    Change vs previous 13F +10,510 shares

    1.72% of the 13F portfolio, value $2,353,995.

    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 64,220 shares
    Change vs previous 13F +6,543 shares

    1.7% of the 13F portfolio, value $2,058,251.

    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 57,677 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $1,801,657.

    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).