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Disclosery

EPG Wealth Management LLC: BA position timeline

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

EPG Wealth Management LLC held 6,096 BA 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 6,096 shares
    Change vs previous 13F +1 shares

    0.32% of the 13F portfolio, value $1,319,494.

    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 6,095 shares
    Change vs previous 13F -189 shares

    0.33% of the 13F portfolio, value $1,212,989.

    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 6,284 shares
    Change vs previous 13F +112 shares

    0.37% of the 13F portfolio, value $1,364,490.

    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 6,172 shares
    Change vs previous 13F +185 shares

    0.37% of the 13F portfolio, value $1,332,210.

    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 5,987 shares
    Change vs previous 13F -2,943 shares

    0.38% of the 13F portfolio, value $1,254,506.

    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 8,930 shares
    Change vs previous 13F -1,038 shares

    0.42% of the 13F portfolio, value $1,522,851.

    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 9,968 shares
    Change vs previous 13F -252 shares

    0.47% of the 13F portfolio, value $1,764,207.

    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 10,220 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,553,824.

    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).