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Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

EG holding history

Everest Group, Ltd. 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.

EG overviewAll 13F holders of EGFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of EG by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−604−100.0%Sold outHolders
Q4 2025604$205.1K<0.1%−840−58.2%ReducedHolders
Q3 20251,444$505.9K<0.1%+565+64.3%AddedHolders
Q2 2025879$298.9K<0.1%+879NewHolders
Q4 20220$00.0%−34−100.0%Sold outHolders
Q3 202234$9.00K<0.1%00.0%UnchangedHolders
Q2 202234$10.0K<0.1%−1−2.9%ReducedHolders
Q1 202235$11.0K<0.1%+11+45.8%AddedHolders
Q4 202124$7.00K<0.1%+1+4.3%AddedHolders
Q3 202123$5.00K<0.1%00.0%UnchangedHolders
Q2 202123$6.00K<0.1%00.0%UnchangedHolders
Q1 202123$6.00K<0.1%––Holders

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