EVOKE WEALTH, LLC: COST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EVOKE WEALTH, LLC on COST, newest first. How the timeline and the estimate are built.
EVOKE WEALTH, LLC held 0 COST 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 -5,286 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 5,286 sharesChange vs previous 13F +338 shares
0.1% of the 13F portfolio, value $5,267,999.
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 4,948 sharesChange vs previous 13F +543 shares
0.08% of the 13F portfolio, value $4,266,553.
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 4,405 sharesChange vs previous 13F +1,129 shares
0.09% of the 13F portfolio, value $4,077,764.
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 3,276 sharesChange vs previous 13F +1,206 shares
0.08% of the 13F portfolio, value $3,243,067.
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 2,070 sharesChange vs previous 13F +107 shares
0.05% of the 13F portfolio, value $1,957,362.
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 1,963 sharesChange vs previous 13F +196 shares
0.05% of the 13F portfolio, value $1,798,949.
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 1,767 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,566,549.
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).