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Livermore
Livermore
ZHEN

Ethic Inc.

SEC CIK
0001780570
Latest filing
Jul 29, 2026

EPM holding history

Evolution Petroleum Corp in every 13F filed by Ethic 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)
37,539
Value
$138.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of EPM by Ethic Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,539$138.1K<0.1%−40,786−52.1%ReducedHolders
Q1 202678,325$358.7K<0.1%−31,518−28.7%ReducedHolders
Q4 2025109,843$388.8K<0.1%−7,147−6.1%ReducedHolders
Q3 2025116,990$563.9K<0.1%+19,666+20.2%AddedHolders
Q2 202597,324$479.8K<0.1%−42,876−30.6%ReducedHolders
Q1 2025140,200$717.8K<0.1%+12,937+10.2%AddedHolders
Q4 2024127,263$665.6K<0.1%+27,714+27.8%AddedHolders
Q3 202499,549$611.2K<0.1%−8,451−7.8%ReducedHolders
Q2 2024108,000$569.2K<0.1%+8,451+8.5%AddedHolders
Q1 202499,549$611.2K<0.1%+64,584+184.7%AddedHolders
Q4 202334,965$203.1K<0.1%−8,898−20.3%ReducedHolders
Q3 202343,863$300.0K<0.1%+23,087+111.1%AddedHolders
Q2 202320,776$167.7K<0.1%+4,310+26.2%AddedHolders
Q1 202316,466$103.9K<0.1%+1,879+12.9%AddedHolders
Q4 202214,587$110.1K<0.1%−1,601−9.9%ReducedHolders
Q3 202216,188$113.0K<0.1%−39−0.2%ReducedHolders
Q2 202216,227$89.0K<0.1%+16,227NewHolders
Q1 20220$00.0%−19,898−100.0%Sold outHolders
Q4 202119,898$100.0K<0.1%−432−2.1%ReducedHolders
Q3 202120,330$115.0K<0.1%−2,254−10.0%ReducedHolders
Q2 202122,584$112.0K<0.1%+5,279+30.5%AddedHolders
Q1 202117,305$58.0K<0.1%––Holders

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