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WealthTrust Axiom LLC: EPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthTrust Axiom LLC on EPM, newest first. How the timeline and the estimate are built.

WealthTrust Axiom LLC held 2,212,619 EPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,212,619 shares
    Change vs previous 13F +76,403 shares

    1.82% of the 13F portfolio, value $8,142,436.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,136,216 shares
    Change vs previous 13F +187,559 shares

    2.41% of the 13F portfolio, value $9,783,868.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,948,657 shares
    Change vs previous 13F +166,624 shares

    1.77% of the 13F portfolio, value $6,898,243.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,782,033 shares
    Change vs previous 13F -3,367 shares

    2.3% of the 13F portfolio, value $8,589,400.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,785,400 shares
    Change vs previous 13F +18,212 shares

    2.47% of the 13F portfolio, value $8,391,379.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,767,188 shares
    Change vs previous 13F +29,321 shares

    2.79% of the 13F portfolio, value $9,154,034.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,737,867 shares
    Change vs previous 13F +32,729 shares

    2.71% of the 13F portfolio, value $9,089,044.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,705,138 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $9,054,284.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).