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Evolution Wealth Advisors, LLC

SEC CIK
0001763121
Latest filing
Jul 29, 2026

BAC holding history

Bank of America Corp in every 13F filed by Evolution Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
18,859
Value
$1.07M
% of portfolio
0.1%
Quarters held
9
Since Q1 2021
Holdings of BAC by Evolution Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,859$1.07M0.1%+16,772+803.6%AddedHolders
Q1 20262,087$968.6K0.1%00.0%UnchangedHolders
Q4 20252,087––00.0%UnchangedHolders
Q3 20252,087––00.0%UnchangedHolders
Q2 20252,087$940.2K0.1%−17,782−89.5%ReducedHolders
Q1 202519,869$829.1K0.1%+19,869NewHolders
Q4 20210$00.0%−2,459−100.0%Sold outHolders
Q3 20212,459$104.0K<0.1%+1,451+143.9%AddedHolders
Q2 20211,008$42.0K<0.1%−2,692−72.8%ReducedHolders
Q1 20213,700$143.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.