Evensky & Katz LLC

Business address
4000 Ponce De Leon Boulevard, Suite 850, Coral Gables, FL, 33146
Top securities (13F)
SCHB, ITOT, DFIC, IWV, AVUV, DFEM, VTI, VGSH, SPHQ, VIG, URTH, QQQ, AVMV, COWZ, IJJ, JHMD, JPST, SLYV, CAPE, and VOE
Fiscal year end
31 December
Former names
Evensky & Katz, Inc. (to 19 Jul 2010)
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Evensky & Katz LLC has filed 84 SEC EDGAR filings since 12 May 2006

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 13 Nov 2025 30 Sep 2025 028-11891
N-PX Open Document Open Filing 19 Aug 2025 30 Jun 2025 028-11891
13F-HR Open Document Open Filing 22 Jul 2025 30 Jun 2025 028-11891
13F-HR Open Document Open Filing 13 May 2025 31 Mar 2025 028-11891
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-11891
13F-HR Open Document Open Filing 08 Oct 2024 30 Sep 2024 028-11891
N-PX Open Document Open Filing 29 Aug 2024 30 Jun 2024 028-11891
13F-HR Open Document Open Filing 26 Jul 2024 30 Jun 2024 028-11891
13F-HR Open Document Open Filing 08 Apr 2024 31 Mar 2024 028-11891
13F-HR Open Document Open Filing 14 Feb 2024 31 Dec 2023 028-11891
13F-HR Open Document Open Filing 10 Oct 2023 30 Sep 2023 028-11891
13F-HR Open Document Open Filing 24 Jul 2023 30 Jun 2023 028-11891
13F-HR Open Document Open Filing 20 Apr 2023 31 Mar 2023 028-11891
13F-HR Open Document Open Filing 12 Jan 2023 31 Dec 2022 028-11891
13F-HR Open Document Open Filing 19 Oct 2022 30 Sep 2022 028-11891
13F-HR Open Document Open Filing 19 Jul 2022 30 Jun 2022 028-11891
13F-HR Open Document Open Filing 28 Apr 2022 31 Mar 2022 028-11891
13F-HR Open Document Open Filing 16 Feb 2022 31 Dec 2021 028-11891
13F-HR Open Document Open Filing 06 Oct 2021 30 Sep 2021 028-11891
13F-HR Open Document Open Filing 04 Aug 2021 30 Jun 2021 028-11891
13F-HR Open Document Open Filing 09 Apr 2021 31 Mar 2021 028-11891
13F-HR Open Document Open Filing 08 Feb 2021 31 Dec 2020 028-11891
13F-HR Open Document Open Filing 21 Oct 2020 30 Sep 2020 028-11891
13F-HR Open Document Open Filing 05 Aug 2020 30 Jun 2020 028-11891
13F-HR Open Document Open Filing 01 May 2020 31 Mar 2020 028-11891
13F-HR Open Document Open Filing 13 Feb 2020 31 Dec 2019 028-11891
13F-HR Open Document Open Filing 07 Nov 2019 30 Sep 2019 028-11891
13F-HR/A Open Document Open Filing 06 Aug 2019 31 Mar 2019 028-11891
13F-HR Open Document Open Filing 06 Aug 2019 30 Jun 2019 028-11891
13F-HR Open Document Open Filing 07 May 2019 31 Mar 2019 028-11891
13F-HR Open Document Open Filing 29 Jan 2019 31 Dec 2018 028-11891
13F-HR Open Document Open Filing 15 Nov 2018 30 Sep 2018 028-11891
13F-HR Open Document Open Filing 03 Aug 2018 30 Jun 2018 028-11891
13F-HR Open Document Open Filing 04 May 2018 31 Mar 2018 028-11891
13F-HR Open Document Open Filing 30 Jan 2018 31 Dec 2017 028-11891
13F-HR Open Document Open Filing 07 Nov 2017 30 Sep 2017 028-11891
13F-HR Open Document Open Filing 03 Aug 2017 30 Jun 2017 028-11891
13F-HR Open Document Open Filing 25 Apr 2017 31 Mar 2017 028-11891
13F-HR Open Document Open Filing 23 Jan 2017 31 Dec 2016 028-11891
13F-HR Open Document Open Filing 14 Nov 2016 30 Sep 2016 028-11891
13F-HR Open Document Open Filing 28 Jul 2016 30 Jun 2016 028-11891
13F-HR Open Document Open Filing 04 May 2016 31 Mar 2016 028-11891
13F-HR Open Document Open Filing 16 Feb 2016 31 Dec 2015 028-11891
13F-HR Open Document Open Filing 04 Nov 2015 30 Sep 2015 028-11891
13F-HR Open Document Open Filing 14 Aug 2015 30 Jun 2015 028-11891
13F-HR Open Document Open Filing 14 May 2015 31 Mar 2015 028-11891
13F-HR Open Document Open Filing 18 Feb 2015 31 Dec 2014 028-11891
13F-HR Open Document Open Filing 12 Nov 2014 30 Sep 2014 028-11891
13F-HR Open Document Open Filing 24 Jul 2014 30 Jun 2014 028-11891
13F-HR Open Document Open Filing 28 Apr 2014 31 Mar 2014 028-11891
13F-HR Open Document Open Filing 28 Jan 2014 31 Dec 2013 028-11891