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Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

MC holding history

Moelis & Co 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.

MC overviewAll 13F holders of MCFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of MC by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,668−100.0%Sold outHolders
Q1 20263,668$209.1K<0.1%+596+19.4%AddedHolders
Q4 20253,072$211.2K<0.1%+52+1.7%AddedHolders
Q3 20253,020$215.4K<0.1%+3,020NewHolders
Q4 20220$00.0%−1,650−100.0%Sold outHolders
Q3 20221,650$56.0K<0.1%00.0%UnchangedHolders
Q2 20221,650$65.0K<0.1%00.0%UnchangedHolders
Q1 20221,650$77.0K<0.1%00.0%UnchangedHolders
Q4 20211,650$103.0K<0.1%00.0%UnchangedHolders
Q3 20211,650$102.0K<0.1%00.0%UnchangedHolders
Q2 20211,650$94.0K<0.1%00.0%UnchangedHolders
Q1 20211,650$91.0K<0.1%––Holders

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