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Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

CASS holding history

Cass Information Systems 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.

CASS overviewAll 13F holders of CASSFull Q2 2026 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of CASS by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−58−100.0%Sold outHolders
Q4 202158$2.00K<0.1%−1−1.7%ReducedHolders
Q3 202159$2.00K<0.1%−51−46.4%ReducedHolders
Q2 2021110$4.00K<0.1%00.0%UnchangedHolders
Q1 2021110$5.00K<0.1%––Holders

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