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Disclosery

EVOKE WEALTH, LLC: SPY position timeline

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

EVOKE WEALTH, LLC held 0 SPY 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 -122,209 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 122,209 shares
    Change vs previous 13F -613 shares

    1.47% of the 13F portfolio, value $79,698,423.

    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 122,822 shares
    Change vs previous 13F -31,592 shares

    1.62% of the 13F portfolio, value $83,998,640.

    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 154,414 shares
    Change vs previous 13F +30,656 shares

    2.15% of the 13F portfolio, value $103,092,173.

    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 123,758 shares
    Change vs previous 13F +3,386 shares

    1.8% of the 13F portfolio, value $76,681,757.

    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 120,372 shares
    Change vs previous 13F -4,305 shares

    1.76% of the 13F portfolio, value $67,539,509.

    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 124,677 shares
    Change vs previous 13F +229 shares

    2.04% of the 13F portfolio, value $73,307,675.

    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 124,448 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $71,619,336.

    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).