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EVOLUTION WEALTH MANAGEMENT INC.: SPD position timeline

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

EVOLUTION WEALTH MANAGEMENT INC. held 135,699 SPD 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 135,699 shares
    Change vs previous 13F +4,909 shares

    3.31% of the 13F portfolio, value $5,628,795.

    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 130,790 shares
    Change vs previous 13F +15,984 shares

    3.48% of the 13F portfolio, value $4,756,715.

    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 114,806 shares
    Change vs previous 13F +14,749 shares

    3.73% of the 13F portfolio, value $4,507,284.

    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 100,057 shares
    Change vs previous 13F +5,307 shares

    4.06% of the 13F portfolio, value $3,953,252.

    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 94,750 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $3,602,044.

    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).