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Disclosery

EVOKE WEALTH, LLC: WM position timeline

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

EVOKE WEALTH, LLC held 0 WM 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 -8,552 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 8,552 shares
    Change vs previous 13F +210 shares

    0.04% of the 13F portfolio, value $1,965,369.

    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 8,342 shares
    Change vs previous 13F +379 shares

    0.04% of the 13F portfolio, value $1,832,770.

    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 7,963 shares
    Change vs previous 13F +204 shares

    0.04% of the 13F portfolio, value $1,758,617.

    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 7,759 shares
    Change vs previous 13F -392 shares

    0.04% of the 13F portfolio, value $1,775,313.

    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 8,151 shares
    Change vs previous 13F -45 shares

    0.05% of the 13F portfolio, value $1,887,027.

    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 8,196 shares
    Change vs previous 13F +40 shares

    0.05% of the 13F portfolio, value $1,653,940.

    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 8,156 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,693,130.

    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).