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Livermore
Livermore
ZHEN

Evolution Wealth Advisors, LLC

SEC CIK
0001763121
Latest filing
Jul 29, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
820
Value
$281.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of V by Evolution Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026820$281.3K<0.1%−51−5.9%ReducedHolders
Q1 2026871$263.3K<0.1%−21−2.4%ReducedHolders
Q4 2025892$312.8K<0.1%−162−15.4%ReducedHolders
Q3 20251,054$359.8K<0.1%−1−0.1%ReducedHolders
Q2 20251,055$374.6K0.1%−12−1.1%ReducedHolders
Q1 20251,067$373.9K0.1%+34+3.3%AddedHolders
Q4 20241,033$326.3K0.1%+80+8.4%AddedHolders
Q3 2024953$262.1K<0.1%−49−4.9%ReducedHolders
Q2 20241,002$264.1K0.1%−851−45.9%ReducedHolders
Q1 20241,853$517.1K0.1%+101+5.8%AddedHolders
Q4 20231,752$456.1K0.1%00.0%UnchangedHolders
Q3 20231,752$403.0K0.1%+150+9.4%AddedHolders
Q2 20231,602$380.4K0.1%−187−10.5%ReducedHolders
Q1 20231,789$403.3K0.1%+266+17.5%AddedHolders
Q4 20221,523$316.4K0.1%+212+16.2%AddedHolders
Q3 20221,311$233.0K0.1%−2,690−67.2%ReducedHolders
Q2 20224,001$793.0K0.2%−183−4.4%ReducedHolders
Q1 20224,184$933.0K0.2%−102−2.4%ReducedHolders
Q4 20214,286$929.0K0.2%+1,730+67.7%AddedHolders
Q3 20212,556$569.0K0.1%−1,819−41.6%ReducedHolders
Q2 20214,375$1.02M0.2%−530−10.8%ReducedHolders
Q1 20214,905$1.04M0.2%––Holders

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