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Livermore
Livermore
ZHEN

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

EPM holding history

Evolution Petroleum Corp in every 13F filed by Raffa Wealth Management, 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)
1,350
Value
$4.97K
% of portfolio
<0.1%
Quarters held
26
Since Q1 2018
Holdings of EPM by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,350$4.97K<0.1%−1,086−44.6%ReducedHolders
Q1 20262,436$11.2K<0.1%+519+27.1%AddedHolders
Q4 20251,917$6.79K<0.1%00.0%UnchangedHolders
Q3 20251,917$9.24K<0.1%00.0%UnchangedHolders
Q2 20251,917$9.01K<0.1%+289+17.8%AddedHolders
Q1 20251,628$8.43K<0.1%00.0%UnchangedHolders
Q4 20241,628$8.51K<0.1%−457−21.9%ReducedHolders
Q3 20242,085$11.1K<0.1%00.0%UnchangedHolders
Q2 20242,085$11.0K<0.1%00.0%UnchangedHolders
Q1 20242,085$12.8K<0.1%+430+26.0%AddedHolders
Q4 20231,655$9.62K<0.1%+327+24.6%AddedHolders
Q3 20231,328$9.08K<0.1%+497+59.8%AddedHolders
Q2 2023831$6.71K<0.1%+831NewHolders
Q3 20210$00.0%−1,281−100.0%Sold outHolders
Q2 20211,281$6.35K<0.1%00.0%UnchangedHolders
Q1 20211,281$4.33K<0.1%00.0%UnchangedHolders
Q4 20201,281$3.65K<0.1%−724−36.1%Reduced–
Q3 20202,005$4.49K<0.1%−200−9.1%Reduced–
Q2 20202,205$6.17K<0.1%+1,103+100.1%Added–
Q1 20201,102$2.88K<0.1%00.0%Unchanged–
Q4 20191,102$6.03K<0.1%+214+24.1%Added–
Q3 2019888$5.19K<0.1%+888New–
Q2 20190$00.0%−720−100.0%Sold out–
Q1 2019720$4.86K<0.1%+283+64.8%Added–
Q4 2018437$2.98K<0.1%+121+38.3%Added–
Q3 2018316$3.49K<0.1%00.0%Unchanged–
Q2 2018316$3.11K<0.1%00.0%Unchanged–
Q1 2018316$2.54K<0.1%+316New–