EVOLUTION WEALTH MANAGEMENT INC.: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EVOLUTION WEALTH MANAGEMENT INC. on MSFT, newest first. How the timeline and the estimate are built.
EVOLUTION WEALTH MANAGEMENT INC. held 3,484 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 3,484 sharesChange vs previous 13F +117 shares
0.76% of the 13F portfolio, value $1,299,729.
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 3,367 sharesChange vs previous 13F +1,198 shares
0.91% of the 13F portfolio, value $1,246,451.
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 2,169 sharesChange vs previous 13F +246 shares
0.87% of the 13F portfolio, value $1,048,877.
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 1,923 sharesChange vs previous 13F -7 shares
1.02% of the 13F portfolio, value $996,030.
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 1,930 sharesChange vs previous 13F not available
1.18% of the 13F portfolio, value $960,056.
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).