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Wealthspire Advisors, LLC: EVLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Advisors, LLC on EVLV, newest first. How the timeline and the estimate are built.

Wealthspire Advisors, LLC held 22,646 EVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,646 shares
    Change vs previous 13F +86 shares

    <0.01% of the 13F portfolio, value $131,347.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
    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 22,560 shares
    Change vs previous 13F +1,783 shares

    <0.01% of the 13F portfolio, value $136,488.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
    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 20,777 shares
    Change vs previous 13F +47 shares

    <0.01% of the 13F portfolio, value $148,764.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
    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 20,730 shares
    Change vs previous 13F +420 shares

    <0.01% of the 13F portfolio, value $156,512.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
    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 20,310 shares
    Change vs previous 13F -291 shares

    <0.01% of the 13F portfolio, value $126,735.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,601 shares
    Change vs previous 13F +182 shares

    <0.01% of the 13F portfolio, value $64,276.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 20,419 shares
    Change vs previous 13F +2,225 shares

    <0.01% of the 13F portfolio, value $80,656.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,194 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $73,686.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).