EPM β€” EVOLUTION PETE CORP

Ownership history in Focus Partners Wealth  Β·  3 quarters on record

AI Ownership Summary

Focus Partners Wealth reported EVOLUTION PETE CORP (EPM) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows EPM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Focus Partners Wealth's position in EVOLUTION PETE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EPM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Focus Partners Wealth held EPM β€” position size vs. price
% of Fund (quarterly)    EPM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 12,418 -1,029 -7.7% 0.00% $88K 2025-11-14 $4.03
2025 Q1 ADDED 13,447 +3,224 +31.5% 0.00% $70K 2025-05-15 $4.14
2024 Q3 INITIATED 10,223 β€” β€” 0.00% $54K 2024-11-14 $5.05

FAQ About Focus Partners Wealth and EPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Focus Partners Wealth reported owning EPM?

Focus Partners Wealth reported EPM across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported EPM position in Focus Partners Wealth's portfolio?

The largest reported portfolio weight for EPM was 0.00% in 2025 Q1.

What is the latest reported EPM position on this page?

The most recent filing on this page is 2025 Q3, when Focus Partners Wealth reported 12,418 shares, equal to 0.00% of portfolio, with an estimated market value of $88K.

What does the chart on this EPM ownership page compare?

The chart compares Focus Partners Wealth's quarterly EPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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