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Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

SRE holding history

Sempra 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.

SRE overviewAll 13F holders of SREFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of SRE by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−26,165−100.0%Sold outHolders
Q1 202626,165$2.56M<0.1%+650+2.5%AddedHolders
Q4 202525,515$2.27M<0.1%−224−0.9%ReducedHolders
Q3 202525,739$2.32M<0.1%+2,250+9.6%AddedHolders
Q2 202523,489$1.80M<0.1%−1,505−6.0%ReducedHolders
Q1 202524,994$1.80M<0.1%−2,226−8.2%ReducedHolders
Q4 202427,220$2.40M0.1%+3,420+14.4%AddedHolders
Q3 202423,800$2.01M0.1%+5,190+27.9%AddedHolders
Q2 202418,610$1.43M2.1%−5,122−21.6%ReducedHolders
Q1 202423,732$1.72M0.1%+23,732NewHolders
Q4 20220$00.0%−151−100.0%Sold outHolders
Q3 2022151$23.0K<0.1%00.0%UnchangedHolders
Q2 2022151$23.0K<0.1%−7−4.4%ReducedHolders
Q1 2022158$27.0K<0.1%+30+23.4%AddedHolders
Q4 2021128$17.0K<0.1%+3+2.4%AddedHolders
Q3 2021125$15.0K<0.1%−13−9.4%ReducedHolders
Q2 2021138$18.0K<0.1%+10+7.8%AddedHolders
Q1 2021128$17.0K<0.1%––Holders

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