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Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

EPM holding history

Evolution Petroleum Corp in every 13F filed by Gradient Investments 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2022
Holdings of EPM by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−12,779−100.0%Sold outHolders
Q4 202312,779$74.2K<0.1%+229+1.8%AddedHolders
Q3 202312,550$85.8K<0.1%00.0%UnchangedHolders
Q2 202312,550$101.3K<0.1%+182+1.5%AddedHolders
Q1 202312,368$78.0K<0.1%+2,034+19.7%AddedHolders
Q4 202210,334$78.0K<0.1%+165+1.6%AddedHolders
Q3 202210,169$71.0K<0.1%+10,169NewHolders