EPM — EVOLUTION PETE CORP

Ownership history in Focus Partners Wealth  ·  3 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in EVOLUTION PETE CORP (EPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 12,418 -1,029 -7.7% 0.00% $88K $4.56
2025 Q1 ADDED 13,447 +3,224 +31.5% 0.00% $70K $4.68
2024 Q3 INITIATED 10,223 — — 0.00% $54K $4.58
% of Fund (quarterly)    EPM price (monthly, adj. close)

Other funds also holding EPM

As of 2025 Q4 — sorted by position size

PERRITT CAPITAL MANAGEMENT INC 3Y 7Y 1.03% Register Financial Advisors LLC 3Y 0.47% Castleview Partners, LLC 3Y 7Y 0.14% North Star Investment Management Corp. 3Y 7Y 0.12% BARD ASSOCIATES INC 3Y 7Y 0.12% SHERBROOKE PARK ADVISERS LLC 3Y 0.09% CERTIOR FINANCIAL GROUP, LLC 0.07% CWA Asset Management Group, LLC 3Y 7Y 0.07% Michels Family Financial, LLC 0.03% Ellevest, Inc. 3Y 7Y 0.02%
← Back to Focus Partners Wealth Holdings