SEC 13F Intelligence

Wealthtrust Axiom LLC / EPM

Wealthtrust Axiom LLC’s Evolution Pete Corp Position

Does Wealthtrust Axiom LLC own Evolution Pete Corp (EPM)? Yes — 2.14M shares worth $10M (+2.41% of its 13F portfolio) as of Q1 2026, up from 1.95M shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
2.14M
% of Portfolio
+2.41%
Quarters Held
30
currently held

Position History EPM

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $4MQ4 ’19: $5MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $4MQ2 ’21: $7MQ3 ’21: $8MQ4 ’21: $8MQ4 ’21Q1 ’22: $10MQ2 ’22: $9MQ3 ’22: $12MQ4 ’22: $13MQ4 ’22Q1 ’23: $11MQ2 ’23: $13MQ3 ’23: $11MQ4 ’23: $10MQ4 ’23Q1 ’24: $10MQ2 ’24: $9MQ3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $9MQ2 ’25: $8MQ3 ’25: $9MQ4 ’25: $7MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.14M$10M+2.41%
Q4 20251.95M$7M+1.77%
Q3 20251.78M$9M+2.30%
Q2 20251.79M$8M+2.47%
Q1 20251.77M$9M+2.79%
Q4 20241.74M$9M+2.71%
Q3 20241.71M$9M+2.68%
Q2 20241.66M$9M+2.90%
Q1 20241.66M$10M+3.29%
Q4 20231.67M$10M+3.24%
Q3 20231.64M$11M+4.04%
Q2 20231.65M$13M+4.43%
Q1 20231.67M$11M+3.60%
Q4 20221.67M$13M+4.39%
Q3 20221.67M$12M+4.42%
Q2 20221.62M$9M+3.14%
Q1 20221.52M$10M+3.23%
Q4 20211.49M$8M+2.40%
Q3 20211.47M$8M+2.83%
Q2 20211.45M$7M+2.31%
Q1 20211.24M$4M+1.41%
Q4 20201.13M$3M+1.17%
Q3 2020990.0K$2M+0.96%
Q2 20201.03M$3M+1.27%
Q1 20201.05M$3M+1.35%
Q4 2019962.0K$5M+1.76%
Q3 2019768.6K$4M+1.59%
Q2 2019737.0K$5M+1.83%
Q1 2019667.4K$5M+1.60%
Q4 2018636.6K$4M+1.78%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthtrust Axiom LLC’s full portfolio or all institutional holders of EPM.