Skip to main content
Livermore
Livermore
ZHEN

Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

EVM holding history

Eaton Vance California Municipal Bond Fund 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.

EVM overviewAll 13F holders of EVMFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of EVM by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−59,160−100.0%Sold outHolders
Q3 202559,160$561.4K<0.1%00.0%UnchangedHolders
Q2 202559,160$527.7K<0.1%+5,800+10.9%AddedHolders
Q1 202553,360$494.6K<0.1%00.0%UnchangedHolders
Q4 202453,360$489.3K<0.1%00.0%UnchangedHolders
Q3 202453,360$514.9K<0.1%+3,860+7.8%AddedHolders
Q2 202449,500$470.7K0.7%−4,860−8.9%ReducedHolders
Q1 202454,360$513.7K<0.1%+54,360NewHolders
Q4 20230$00.0%−102,360−100.0%Sold outHolders
Q3 2023102,360$831.2K<0.1%−5,100−4.7%ReducedHolders
Q2 2023107,460$956.4K<0.1%00.0%UnchangedHolders
Q1 2023107,460$969.3K<0.1%00.0%UnchangedHolders
Q4 2022107,460$928.5K<0.1%−14,751−12.1%ReducedHolders
Q3 2022122,211$1.04M<0.1%+108+0.1%AddedHolders
Q2 2022122,103$1.13M<0.1%−11,888−8.9%ReducedHolders
Q1 2022133,991$1.34M<0.1%+8,120+6.5%AddedHolders
Q4 2021125,871$1.46M<0.1%+128+0.1%AddedHolders
Q3 2021125,743$1.50M0.1%+11,126+9.7%AddedHolders
Q2 2021114,617$1.37M0.1%+26,160+29.6%AddedHolders
Q1 202188,457$1.03M<0.1%––Holders

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