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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

EPM holding history

Evolution Petroleum Corp in every 13F filed by Advisor OS, 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)
51,463
Value
$189.4K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of EPM by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202651,463$189.4K<0.1%−893−1.7%ReducedHolders
Q1 202652,356$239.8K<0.1%+52,356NewHolders