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Disclosery

EVOKE WEALTH, LLC: IWR position timeline

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

EVOKE WEALTH, LLC held 0 IWR 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 0 shares
    Change vs previous 13F -48,842 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 48,842 shares
    Change vs previous 13F -9,946 shares

    0.09% of the 13F portfolio, value $4,748,914.

    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 58,788 shares
    Change vs previous 13F +34 shares

    0.11% of the 13F portfolio, value $5,659,549.

    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 58,754 shares
    Change vs previous 13F +223 shares

    0.12% of the 13F portfolio, value $5,672,700.

    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 58,531 shares
    Change vs previous 13F -21,951 shares

    0.13% of the 13F portfolio, value $5,383,099.

    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 80,482 shares
    Change vs previous 13F -7,237 shares

    0.18% of the 13F portfolio, value $6,846,595.

    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 87,719 shares
    Change vs previous 13F +107 shares

    0.22% of the 13F portfolio, value $7,754,366.

    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 87,612 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $7,722,129.

    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).