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EVOKE WEALTH, LLC: VTI position timeline

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

EVOKE WEALTH, LLC held 651 VTI 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 651 shares
    Change vs previous 13F -648,236 shares

    15.48% of the 13F portfolio, value $240,896.

    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).

  2. period ended2026-03-31
    13F 648,887 shares
    Change vs previous 13F +16,419 shares

    3.84% of the 13F portfolio, value $208,169,663.

    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 632,468 shares
    Change vs previous 13F +44,816 shares

    4.08% of the 13F portfolio, value $212,047,689.

    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 587,652 shares
    Change vs previous 13F +9,060 shares

    4.03% of the 13F portfolio, value $193,383,260.

    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 578,592 shares
    Change vs previous 13F +15,142 shares

    4.14% of the 13F portfolio, value $176,378,989.

    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 563,450 shares
    Change vs previous 13F +13,853 shares

    4.04% of the 13F portfolio, value $154,858,481.

    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 549,597 shares
    Change vs previous 13F +14,956 shares

    4.43% of the 13F portfolio, value $159,278,712.

    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 534,641 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $151,853,150.

    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).