Evoke Wealth, LLC

SEC CIK: 0001793432
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

OTIS holding history

Otis Worldwide Corp 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.

OTIS overview All 13F holders of OTIS Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 20; Since Q1 2021

Holdings of OTIS by Evoke Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−25,086−100.0%	Sold out	Holders
Q1 2026	25,086	$1.93M	<0.1%	−11,693−31.8%	Reduced	Holders
Q4 2025	36,779	$3.21M	0.1%	−1,391−3.6%	Reduced	Holders
Q3 2025	38,170	$3.49M	0.1%	−1,941−4.8%	Reduced	Holders
Q2 2025	40,111	$3.97M	0.1%	−1,014−2.5%	Reduced	Holders
Q1 2025	41,125	$4.24M	0.1%	−4,922−10.7%	Reduced	Holders
Q4 2024	46,047	$4.26M	0.1%	−2,260−4.7%	Reduced	Holders
Q3 2024	48,307	$5.02M	0.1%	+48,307	New	Holders
Q2 2024	0	$0	0.0%	−58,980−100.0%	Sold out	Holders
Q1 2024	58,980	$5.85M	0.2%	+56,022+1,893.9%	Added	Holders
Q4 2023	2,958	$264.7K	0.5%	−77,312−96.3%	Reduced	Holders
Q3 2023	80,270	$6.45M	0.2%	−4,181−5.0%	Reduced	Holders
Q2 2023	84,451	$7.52M	0.3%	−13,318−13.6%	Reduced	Holders
Q1 2023	97,769	$7.50M	0.3%	−5,164−5.0%	Reduced	Holders
Q4 2022	102,933	$7.42M	0.3%	−7,316−6.6%	Reduced	Holders
Q3 2022	110,249	$7.03M	0.3%	−13,845−11.2%	Reduced	Holders
Q2 2022	124,094	$8.77M	0.3%	+5,625+4.7%	Added	Holders
Q1 2022	118,469	$9.12M	0.3%	+16,373+16.0%	Added	Holders
Q4 2021	102,096	$8.88M	0.3%	+55,021+116.9%	Added	Holders
Q3 2021	47,075	$3.86M	0.1%	−675−1.4%	Reduced	Holders
Q2 2021	47,750	$3.90M	0.1%	+2,266+5.0%	Added	Holders
Q1 2021	45,484	$3.11M	0.1%	–	–	Holders

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