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Disclosery

EVOKE WEALTH, LLC: SCHP position timeline

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

EVOKE WEALTH, LLC held 0 SCHP 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 -10,392,695 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 10,392,695 shares
    Change vs previous 13F +1,360,179 shares

    5.1% of the 13F portfolio, value $276,549,641.

    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 9,032,516 shares
    Change vs previous 13F +1,281,394 shares

    4.6% of the 13F portfolio, value $239,271,755.

    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 7,751,122 shares
    Change vs previous 13F +999,883 shares

    4.36% of the 13F portfolio, value $208,892,757.

    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 6,751,239 shares
    Change vs previous 13F +1,192,993 shares

    4.22% of the 13F portfolio, value $180,123,044.

    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 5,558,246 shares
    Change vs previous 13F +697,499 shares

    3.9% of the 13F portfolio, value $149,461,237.

    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 4,860,747 shares
    Change vs previous 13F +2,331,554 shares

    3.49% of the 13F portfolio, value $125,553,088.

    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 2,529,193 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $135,640,639.

    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).