EVOLUTION WEALTH MANAGEMENT INC.: QUAL position timeline

EVOLUTION WEALTH MANAGEMENT INC. held 5,504 QUAL 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 5,504 shares

   Change vs previous 13F -736 shares

   0.71% of the 13F portfolio, value $1,207,743.

   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 6,240 shares

   Change vs previous 13F -262 shares

   0.87% of the 13F portfolio, value $1,196,894.

   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 6,502 shares

   Change vs previous 13F +1,591 shares

   1.07% of the 13F portfolio, value $1,291,427.

   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 4,911 shares

   Change vs previous 13F -387 shares

   0.98% of the 13F portfolio, value $955,190.

   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 5,298 shares

   Change vs previous 13F not available

   1.19% of the 13F portfolio, value $968,580.

   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).