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EVOLUTION WEALTH MANAGEMENT INC.: PSFF position timeline

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

EVOLUTION WEALTH MANAGEMENT INC. held 234,797 PSFF 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 234,797 shares
    Change vs previous 13F -6,958 shares

    4.74% of the 13F portfolio, value $8,055,885.

    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 241,755 shares
    Change vs previous 13F -107,303 shares

    5.66% of the 13F portfolio, value $7,746,894.

    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 349,058 shares
    Change vs previous 13F +172,435 shares

    9.34% of the 13F portfolio, value $11,285,045.

    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 176,623 shares
    Change vs previous 13F -9,699 shares

    5.73% of the 13F portfolio, value $5,580,439.

    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 186,322 shares
    Change vs previous 13F not available

    7% of the 13F portfolio, value $5,679,095.

    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).