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EVOLUTION WEALTH MANAGEMENT INC.: XLSR position timeline

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

EVOLUTION WEALTH MANAGEMENT INC. held 9,544 XLSR 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 9,544 shares
    Change vs previous 13F -580 shares

    0.36% of the 13F portfolio, value $619,024.

    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 10,124 shares
    Change vs previous 13F +13 shares

    0.43% of the 13F portfolio, value $584,560.

    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 10,111 shares
    Change vs previous 13F +6,239 shares

    0.52% of the 13F portfolio, value $630,016.

    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 3,872 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $230,810.

    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 3,872 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $212,650.

    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).