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Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

EPM holding history

Evolution Petroleum Corp in every 13F filed by Ellevest, Inc., 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of EPM by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−19,634−100.0%Sold outHolders
Q1 202619,634$89.9K<0.1%−29,299−59.9%ReducedHolders
Q4 202548,933$173.2K<0.1%+18,333+59.9%AddedHolders
Q3 202530,600$147.5K<0.1%+7,055+30.0%AddedHolders
Q2 202523,545$110.7K<0.1%−19,176−44.9%ReducedHolders
Q1 202542,721$221.3K<0.1%+3,242+8.2%AddedHolders
Q4 202439,479$206.5K<0.1%−6,909−14.9%ReducedHolders
Q3 202446,388$246.3K<0.1%+7,044+17.9%AddedHolders
Q2 202439,344$207.3K<0.1%+3,173+8.8%AddedHolders
Q1 202436,171$222.1K<0.1%+36,171NewHolders
Q2 20230$00.0%−195−100.0%Sold outHolders
Q1 2023195$1.23K<0.1%00.0%UnchangedHolders
Q4 2022195$1.47K<0.1%00.0%UnchangedHolders
Q3 2022195$1.00K<0.1%00.0%UnchangedHolders
Q2 2022195$1.00K<0.1%00.0%UnchangedHolders
Q1 2022195$1.00K<0.1%−798−80.4%ReducedHolders
Q4 2021993$5.00K<0.1%−1,310−56.9%ReducedHolders
Q3 20212,303$13.0K<0.1%−212−8.4%ReducedHolders
Q2 20212,515$12.0K<0.1%−701−21.8%ReducedHolders
Q1 20213,216$11.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.