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Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

EXR holding history

Extra Space Storage 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.

EXR overviewAll 13F holders of EXRFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of EXR by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,987−100.0%Sold outHolders
Q3 20251,987$280.1K<0.1%−456−18.7%ReducedHolders
Q2 20252,443$360.1K<0.1%+2,443NewHolders
Q4 20220$00.0%−116−100.0%Sold outHolders
Q3 2022116$20.0K<0.1%+37+46.8%AddedHolders
Q2 202279$14.0K<0.1%+4+5.3%AddedHolders
Q1 202275$15.0K<0.1%+14+23.0%AddedHolders
Q4 202161$14.0K<0.1%+1+1.7%AddedHolders
Q3 202160$10.0K<0.1%−45−42.9%ReducedHolders
Q2 2021105$17.0K<0.1%+41+64.1%AddedHolders
Q1 202164$9.00K<0.1%––Holders

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