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Disclosery

EVOKE WEALTH, LLC: MBB position timeline

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

EVOKE WEALTH, LLC held 0 MBB 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 -886,160 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 886,160 shares
    Change vs previous 13F +49,374 shares

    1.55% of the 13F portfolio, value $84,140,943.

    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 836,786 shares
    Change vs previous 13F +102,899 shares

    1.53% of the 13F portfolio, value $79,678,753.

    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 733,887 shares
    Change vs previous 13F +29,495 shares

    1.46% of the 13F portfolio, value $69,829,372.

    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 704,392 shares
    Change vs previous 13F +28,205 shares

    1.55% of the 13F portfolio, value $66,135,336.

    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 676,187 shares
    Change vs previous 13F +14,243 shares

    1.65% of the 13F portfolio, value $63,412,786.

    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 661,944 shares
    Change vs previous 13F +18,593 shares

    1.69% of the 13F portfolio, value $60,686,984.

    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 643,351 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $61,639,491.

    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).