Evolution Wealth Advisors, LLC

SEC CIK: 0001763121
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

SMAR holding history

Smartsheet Inc 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.

SMAR overview All 13F holders of SMAR Full Q2 2026 holdings

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2021

Holdings of SMAR by Evolution Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−3,002−100.0%	Sold out	Holders
Q4 2021	3,002	$233.0K	<0.1%	−269−8.2%	Reduced	Holders
Q3 2021	3,271	$225.0K	<0.1%	+656+25.1%	Added	Holders
Q2 2021	2,615	$189.0K	<0.1%	+2,615	New	Holders