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Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

AI holding history

C3.ai, Inc. in every 13F filed by Evoke Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AI overviewAll 13F holders of AIFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of AI by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−39,319−100.0%Sold outHolders
Q3 202539,319$681.8K<0.1%−1,126−2.8%ReducedHolders
Q2 202540,445$993.7K<0.1%−403−1.0%ReducedHolders
Q1 202540,848$859.9K<0.1%+179+0.4%AddedHolders
Q4 202440,669$1.40M<0.1%+20.0%AddedHolders
Q3 202440,667$985.4K<0.1%+21,350+110.5%AddedHolders
Q2 202419,317$559.4K0.8%+19,317NewHolders
Q1 20230$00.0%−50,817−100.0%Sold outHolders
Q4 202250,817$568.6K<0.1%00.0%UnchangedHolders
Q3 202250,817$635.0K<0.1%00.0%UnchangedHolders
Q2 202250,817$928.0K<0.1%00.0%UnchangedHolders
Q1 202250,817$1.15M<0.1%+47,851+1,613.3%AddedHolders
Q4 20212,966$93.0K<0.1%00.0%UnchangedHolders
Q3 20212,966$137.0K<0.1%−395−11.8%ReducedHolders
Q2 20213,361$210.0K<0.1%+1,180+54.1%AddedHolders
Q1 20212,181$144.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.