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Disclosery

EPG Wealth Management LLC: AJG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EPG Wealth Management LLC on AJG, newest first. How the timeline and the estimate are built.

EPG Wealth Management LLC held 5,012 AJG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,012 shares
    Change vs previous 13F -106 shares

    0.28% of the 13F portfolio, value $1,150,614.

    13F-HR 0001398344-26-012859 filed by EPG Wealth Management 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 5,118 shares
    Change vs previous 13F +42 shares

    0.3% of the 13F portfolio, value $1,108,563.

    13F-HR 0001398344-26-008638 filed by EPG Wealth Management 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 5,076 shares
    Change vs previous 13F +191 shares

    0.35% of the 13F portfolio, value $1,313,590.

    13F-HR 0001398344-26-001448 filed by EPG Wealth Management 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 4,885 shares
    Change vs previous 13F +283 shares

    0.42% of the 13F portfolio, value $1,513,227.

    13F-HR 0001398344-25-020156 filed by EPG Wealth Management 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 4,602 shares
    Change vs previous 13F +104 shares

    0.44% of the 13F portfolio, value $1,473,278.

    13F-HR 0001398344-25-014488 filed by EPG Wealth Management 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 4,498 shares
    Change vs previous 13F +314 shares

    0.43% of the 13F portfolio, value $1,552,976.

    13F-HR 0001398344-25-009249 filed by EPG Wealth Management 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 4,184 shares
    Change vs previous 13F -35 shares

    0.31% of the 13F portfolio, value $1,187,711.

    13F-HR 0001398344-25-002786 filed by EPG Wealth Management 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 4,219 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,186,967.

    13F-HR 0001398344-24-020571 filed by EPG Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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