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EVOLUTION WEALTH MANAGEMENT INC.: OVB position timeline

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

EVOLUTION WEALTH MANAGEMENT INC. held 217,195 OVB 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 217,195 shares
    Change vs previous 13F +39,290 shares

    2.61% of the 13F portfolio, value $4,438,209.

    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 177,905 shares
    Change vs previous 13F +57,985 shares

    2.67% of the 13F portfolio, value $3,655,307.

    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 119,920 shares
    Change vs previous 13F +25,263 shares

    2.04% of the 13F portfolio, value $2,460,459.

    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 94,657 shares
    Change vs previous 13F +4,612 shares

    2.02% of the 13F portfolio, value $1,971,705.

    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 90,045 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $1,847,723.

    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).