EVOKE WEALTH, LLC historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, EVOKE WEALTH, LLC opened 27 positions, added to 15, reduced 7 and sold out of 31.
- Q2 2026: Stock BERKSHIRE HATHAWAY INC DEL; Country of operation United States; Class CL A; Shares before 8.
- Q2 2026: Stock DUPONT DE NEMOURS INC; Country of operation United States; Class COM; Shares before 5,791.
- Q2 2026: Stock CARNIVAL CORP; Country of operation —; Class COMMON STOCK; Shares before 7,991.
- Q2 2026: Stock MARQETA INC; Country of operation United States; Class CLASS A COM; Shares before 39,007.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1793432), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-09-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | BERKSHIRE HATHAWAY INC DEL
CUSIP 084670108 | United States | CL A | 8 | 0 | -8 | $5,745,120 | $0 | -$5,745,120 | 2026-08-10 |
|---|
| Q2 2026 | DUPONT DE NEMOURS INC
CUSIP 26614N102 | United States | COM | 5,791 | 0 | -5,791 | $265,228 | $0 | -$265,228 | 2026-08-10 |
|---|
| Q2 2026 | CARNIVAL CORP
CUSIP 143658300 | | COMMON STOCK | 7,991 | 0 | -7,991 | $206,815 | $0 | -$206,815 | 2026-08-10 |
|---|
| Q2 2026 | MARQETA INC
CUSIP 57142B104 | United States | CLASS A COM | 39,007 | 0 | -39,007 | $159,149 | $0 | -$159,149 | 2026-08-10 |
|---|
| Q2 2026 | ALIGHT INC
CUSIP 01626W101 | United States | COM CL A | 32,230 | 0 | -32,230 | $18,780 | $0 | -$18,780 | 2026-08-10 |
|---|
| Q2 2026 | BEYOND MEAT INC
CUSIP 08862E109 | United States | COM | 13,831 | 0 | -13,831 | $9,704 | $0 | -$9,704 | 2026-08-10 |
|---|
| Q1 2026 | ATAI BECKLEY NV
CUSIP N0731H103 | | SHS | 26,600 | 0 | -26,600 | $108,794 | $0 | -$108,794 | 2026-05-15 |
|---|
| Q1 2026 | AMCOR PLC
CUSIP G0250X107 | | ORD | 13,038 | 0 | -13,038 | $108,737 | $0 | -$108,737 | 2026-05-15 |
|---|
| Q1 2026 | XAI OCTAGN FLT RAT & ALT INM
CUSIP 98400T106 | United States | COM | 17,568 | 0 | -17,568 | $84,326 | $0 | -$84,326 | 2026-05-15 |
|---|
| Q1 2026 | AGILON HEALTH INC
CUSIP 00857U107 | United States | COM | 11,157 | 0 | -11,157 | $7,684 | $0 | -$7,684 | 2026-05-15 |
|---|
| Q4 2025 | SENSEONICS HLDGS INC
CUSIP 81727U105 | United States | COM | 25,000 | 0 | -25,000 | $10,895 | $0 | -$10,895 | 2026-02-06 |
|---|
| Q3 2025 | AMCOR PLC
CUSIP G0250X107 | | ORD | 12,895 | 0 | -12,895 | $118,502 | $0 | -$118,502 | 2025-11-14 |
|---|
| Q2 2025 | SYSTEM1 INC
CUSIP 87200P109 | | CL A COM | 15,047 | 0 | -15,047 | $5,737 | $0 | -$5,737 | 2025-08-07 |
|---|
| Q1 2025 | INARI MED INC
CUSIP 45332Y109 | United States | COM | 192,926 | 0 | -192,926 | $9,848,872 | $0 | -$9,848,872 | 2025-05-13 |
|---|
| Q1 2025 | DUPONT DE NEMOURS INC
CUSIP 26614N102 | United States | COM | 4,218 | 0 | -4,218 | $321,625 | $0 | -$321,625 | 2025-05-13 |
|---|
| Q1 2025 | FIRST LONG IS CORP
CUSIP 320734106 | United States | COM | 10,253 | 0 | -10,253 | $121,908 | $0 | -$121,908 | 2025-05-13 |
|---|
| Q4 2024 | BARRICK GOLD CORP
CUSIP 067901108 | | COM | 25,984 | 0 | -25,984 | $516,817 | $0 | -$516,817 | 2025-02-10 |
|---|
| Q4 2024 | BLACKROCK INC
CUSIP 09247X101 | United States | COM | 543 | 0 | -543 | $515,991 | $0 | -$515,991 | 2025-02-10 |
|---|
| Q4 2024 | SILVERCREST METALS INC
CUSIP 828363101 | | COM | 31,365 | 0 | -31,365 | $290,126 | $0 | -$290,126 | 2025-02-10 |
|---|
| Q4 2024 | ARISTA NETWORKS INC
CUSIP 040413106 | United States | COM | 722 | 0 | -722 | $277,118 | $0 | -$277,118 | 2025-02-10 |
|---|
| Q4 2024 | LUMINAR TECHNOLOGIES INC
CUSIP 550424105 | United States | COM CL A | 41,931 | 0 | -41,931 | $37,725 | $0 | -$37,725 | 2025-02-10 |
|---|
| Q2 2024 | INARI MED INC
CUSIP 45332Y109 | United States | COM | 62,727 | 0 | -62,727 | $3,009,641 | $0 | -$3,009,641 | 2024-08-13 |
|---|
| Q2 2024 | LABORATORY CORP AMER HLDGS
CUSIP 50540R409 | United States | COM NEW | 8,804 | 0 | -8,804 | $1,923,395 | $0 | -$1,923,395 | 2024-08-13 |
|---|
| Q2 2024 | NEW YORK CMNTY BANCORP INC
CUSIP 649445103 | United States | COM | 200,342 | 0 | -200,342 | $645,101 | $0 | -$645,101 | 2024-08-13 |
|---|
| Q2 2024 | PIONEER NAT RES CO
CUSIP 723787107 | United States | COM | 2,393 | 0 | -2,393 | $628,065 | $0 | -$628,065 | 2024-08-13 |
|---|
| Q2 2024 | BARRICK GOLD CORP
CUSIP 067901108 | | COM | 26,785 | 0 | -26,785 | $445,702 | $0 | -$445,702 | 2024-08-13 |
|---|
| Q2 2024 | BLACKROCK INC
CUSIP 09247X101 | United States | COM | 494 | 0 | -494 | $412,128 | $0 | -$412,128 | 2024-08-13 |
|---|
| Q2 2024 | MARQETA INC
CUSIP 57142B104 | United States | CLASS A COM | 38,360 | 0 | -38,360 | $228,626 | $0 | -$228,626 | 2024-08-13 |
|---|
| Q2 2024 | DUPONT DE NEMOURS INC
CUSIP 26614N102 | United States | COM | 2,880 | 0 | -2,880 | $220,848 | $0 | -$220,848 | 2024-08-13 |
|---|
| Q2 2024 | LAM RESEARCH CORP
CUSIP 512807108 | United States | COM | 208 | 0 | -208 | $202,951 | $0 | -$202,951 | 2024-08-13 |
|---|
| Q1 2024 | SIENTRA INC
CUSIP 82621J204 | | COM | 44,300 | 0 | -44,300 | $27,023 | $0 | -$27,023 | 2024-05-15 |
|---|
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