EVOLUTION WEALTH MANAGEMENT INC.: IYW position timeline

EVOLUTION WEALTH MANAGEMENT INC. held 2,190 IYW 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 2,190 shares

   Change vs previous 13F -14 shares

   0.32% of the 13F portfolio, value $552,384.

   13F-HR 0002010029-26-000004 filed by EVOLUTION WEALTH MANAGEMENT INC.
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,204 shares

   Change vs previous 13F -193 shares

   0.29% of the 13F portfolio, value $399,850.

   13F-HR 0002010029-26-000003 filed by EVOLUTION WEALTH MANAGEMENT INC.
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,397 shares

   Change vs previous 13F +693 shares

   0.4% of the 13F portfolio, value $478,633.

   13F-HR 0002010029-26-000001 filed by EVOLUTION WEALTH MANAGEMENT INC.
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F/A 1,704 shares

   Change vs previous 13F +62 shares

   0.34% of the 13F portfolio, value $333,745.

   13F-HR/A 0002010029-26-000002 filed by EVOLUTION WEALTH MANAGEMENT INC.
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-06-30

   13F 1,642 shares

   Change vs previous 13F not available

   0.35% of the 13F portfolio, value $284,509.

   13F-HR 0002010029-25-000002 filed by EVOLUTION WEALTH MANAGEMENT INC.
   Filed 2025-08-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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