EVOKE WEALTH, LLC: ADP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EVOKE WEALTH, LLC on ADP, newest first. How the timeline and the estimate are built.
EVOKE WEALTH, LLC held 0 ADP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -1,846 shares
13F-HR 0001172661-26-003223 filed by EVOKE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 1,846 sharesChange vs previous 13F -4,869 shares
0.01% of the 13F portfolio, value $379,348.
13F-HR 0001172661-26-001997 filed by EVOKE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,715 sharesChange vs previous 13F +21 shares
0.03% of the 13F portfolio, value $1,738,695.
13F-HR 0001172661-26-000529 filed by EVOKE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,694 sharesChange vs previous 13F +202 shares
0.04% of the 13F portfolio, value $1,975,772.
13F-HR 0001172661-25-004907 filed by EVOKE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,492 sharesChange vs previous 13F +357 shares
0.05% of the 13F portfolio, value $2,012,991.
13F-HR 0001172661-25-002928 filed by EVOKE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,135 sharesChange vs previous 13F +235 shares
0.05% of the 13F portfolio, value $1,883,810.
13F-HR 0001172661-25-001752 filed by EVOKE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,900 sharesChange vs previous 13F +44 shares
0.05% of the 13F portfolio, value $1,736,120.
13F-HR 0001172661-25-000612 filed by EVOKE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,856 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,628,648.
13F-HR 0001172661-24-004617 filed by EVOKE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).