Evoke Wealth, LLC

SEC CIK: 0001793432
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

UPST holding history

Upstart Holdings, 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.

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

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2021

Holdings of UPST by Evoke Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−3,000−100.0%	Sold out	Holders
Q1 2022	3,000	$327.0K	<0.1%	+2,700+900.0%	Added	Holders
Q4 2021	300	$45.0K	<0.1%	+55+22.4%	Added	Holders
Q3 2021	245	$77.0K	<0.1%	+245	New	Holders