EVOKE WEALTH, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1793432 Los Angeles, CA

Position in CARR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,976,659

-$975,931 QoQ

Shares Held

52,862

-29.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,976,659	52,862	-29.3%	Shares	Sole	2026-05-15
2025-12-31	$3,952,590	74,803	-1.4%	Shares	Sole	2026-02-06
2025-09-30	$4,528,185	75,849	-4.5%	Shares	Sole	2025-11-14
2025-06-30	$5,809,968	79,382	-2.7%	Shares	Sole	2025-08-07
2025-03-31	$5,173,630	81,603	-9.4%	Shares	Sole	2025-05-13
2024-12-31	$6,149,475	90,089	-5.5%	Shares	Sole	2025-02-10
2024-09-30	$7,670,777	95,301	+0.2%	Shares	Sole	2024-11-13
2024-03-31	$5,531,302	95,154	-0.5%	Shares	Sole	2024-05-15
2023-09-30	$5,277,009	95,598	+0.0%	Shares	Sole	2023-11-13
2023-06-30	$4,750,039	95,555	-9.8%	Shares	Sole	2023-08-09
2023-03-31	$4,846,068	105,925	-1.1%	Shares	Sole	2023-05-08
2022-12-31	$4,415,936	107,053	+8.3%	Shares	Sole	2023-02-10
2022-09-30	$3,514,999	98,847	-1.9%	Shares	Sole	2022-11-07
2022-06-30	$3,592,745	100,750	-5.3%	Shares	Sole	2022-08-04
2022-03-31	$4,881,118	106,412	-1.2%	Shares	Sole	2022-05-10
2021-12-31	$5,839,803	107,666	-0.5%	Shares	Sole	2022-02-09
2021-09-30	$5,601,053	108,212	-1.4%	Shares	Sole	2021-11-12
2021-06-30	$5,335,356	109,781	+4.2%	Shares	Sole	2021-08-05
2021-03-31	$4,447,708	105,346	+3198.2%	Shares	Sole	2021-05-13
2020-12-31	$120,477	3,194	+0.2%	Shares	Sole	2021-02-12
2020-09-30	$97,361	3,188	-0.8%	Shares	Sole	2020-11-13
2020-06-30	$71,392	3,213	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.