EPG Wealth Management LLC: AVB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EPG Wealth Management LLC on AVB, newest first. How the timeline and the estimate are built.
EPG Wealth Management LLC held 2,669 AVB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 2,669 sharesChange vs previous 13F +167 shares
0.12% of the 13F portfolio, value $503,539.
13F-HR 0001398344-26-012859 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,502 sharesChange vs previous 13F +86 shares
0.11% of the 13F portfolio, value $408,765.
13F-HR 0001398344-26-008638 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,416 sharesChange vs previous 13F -12 shares
0.12% of the 13F portfolio, value $438,121.
13F-HR 0001398344-26-001448 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,428 sharesChange vs previous 13F +201 shares
0.13% of the 13F portfolio, value $469,098.
13F-HR 0001398344-25-020156 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,227 sharesChange vs previous 13F +72 shares
0.14% of the 13F portfolio, value $453,141.
13F-HR 0001398344-25-014488 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,155 sharesChange vs previous 13F +67 shares
0.13% of the 13F portfolio, value $462,522.
13F-HR 0001398344-25-009249 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,088 sharesChange vs previous 13F -98 shares
0.12% of the 13F portfolio, value $459,238.
13F-HR 0001398344-25-002786 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,186 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $492,410.
13F-HR 0001398344-24-020571 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).