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Evolution Wealth Advisors, LLC

SEC CIK
0001763121
Latest filing
Jul 29, 2026

BMEZ holding history

BlackRock Health Sciences Term Trust 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.

BMEZ overviewAll 13F holders of BMEZFull Q2 2026 holdings

Shares (Q2 2026)
14,240
Value
$218.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of BMEZ by Evolution Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,240$218.6K<0.1%00.0%UnchangedHolders
Q1 202614,240$204.5K<0.1%00.0%UnchangedHolders
Q4 202514,240$214.3K<0.1%00.0%UnchangedHolders
Q3 202514,240$205.3K<0.1%00.0%UnchangedHolders
Q2 202514,240$203.1K<0.1%00.0%UnchangedHolders
Q1 202514,240$212.2K<0.1%+3,125+28.1%AddedHolders
Q4 202411,115$160.1K<0.1%00.0%UnchangedHolders
Q3 202411,115$176.1K<0.1%−1,385−11.1%ReducedHolders
Q2 202412,500$192.0K<0.1%00.0%UnchangedHolders
Q1 202412,500$204.9K<0.1%00.0%UnchangedHolders
Q4 202312,500$183.1K<0.1%00.0%UnchangedHolders
Q3 202312,500$180.1K<0.1%00.0%UnchangedHolders
Q2 202312,500$205.3K<0.1%00.0%UnchangedHolders
Q1 202312,500$208.9K0.1%+12,500NewHolders
Q4 20220$00.0%−12,500−100.0%Sold outHolders
Q3 202212,500$187.0K0.1%00.0%UnchangedHolders
Q2 202212,500$205.0K0.1%00.0%UnchangedHolders
Q1 202212,500$251.0K0.1%00.0%UnchangedHolders
Q4 202112,500$317.0K0.1%00.0%UnchangedHolders
Q3 202112,500$337.0K0.1%00.0%UnchangedHolders
Q2 202112,500$362.0K0.1%00.0%UnchangedHolders
Q1 202112,500$329.0K0.1%––Holders

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