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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

EPM holding history

Evolution Petroleum Corp in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EPM overviewAll 13F holders of EPMFull Q2 2026 holdings

Shares (Q2 2026)
19
Value
$71
% of portfolio
<0.1%
Quarters held
2
Since Q3 2025
Holdings of EPM by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619$71<0.1%+19NewHolders
Q4 20250$00.0%−1−100.0%Sold outHolders
Q3 20251$5<0.1%+1NewHolders