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EVOKE WEALTH, LLC: AAPL position timeline

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

EVOKE WEALTH, LLC held 1,255 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,255 shares
    Change vs previous 13F -398,789 shares

    23.36% of the 13F portfolio, value $363,401.

    13F-HR 0001172661-26-003223 filed by EVOKE WEALTH, 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 400,044 shares
    Change vs previous 13F -1,561 shares

    1.87% of the 13F portfolio, value $101,527,374.

    13F-HR 0001172661-26-001997 filed by EVOKE WEALTH, 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 401,605 shares
    Change vs previous 13F +18,921 shares

    2.1% of the 13F portfolio, value $109,180,220.

    13F-HR 0001172661-26-000529 filed by EVOKE WEALTH, 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 382,684 shares
    Change vs previous 13F +19,577 shares

    2.03% of the 13F portfolio, value $97,442,978.

    13F-HR 0001172661-25-004907 filed by EVOKE WEALTH, 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 363,107 shares
    Change vs previous 13F +548 shares

    1.75% of the 13F portfolio, value $74,498,711.

    13F-HR 0001172661-25-002928 filed by EVOKE WEALTH, 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 362,559 shares
    Change vs previous 13F +105,209 shares

    2.1% of the 13F portfolio, value $80,535,306.

    13F-HR 0001172661-25-001752 filed by EVOKE WEALTH, 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 257,350 shares
    Change vs previous 13F +5,673 shares

    1.79% of the 13F portfolio, value $64,445,508.

    13F-HR 0001172661-25-000612 filed by EVOKE WEALTH, 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 251,677 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $58,640,784.

    13F-HR 0001172661-24-004617 filed by EVOKE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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