EPG Wealth Management LLC: COP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EPG Wealth Management LLC on COP, newest first. How the timeline and the estimate are built.
EPG Wealth Management LLC held 13,649 COP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 13,649 sharesChange vs previous 13F -1,191 shares
0.34% of the 13F portfolio, value $1,418,995.
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 14,840 sharesChange vs previous 13F +588 shares
0.53% of the 13F portfolio, value $1,958,875.
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 14,252 sharesChange vs previous 13F +153 shares
0.36% of the 13F portfolio, value $1,334,093.
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 14,099 sharesChange vs previous 13F +804 shares
0.37% of the 13F portfolio, value $1,333,598.
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 13,295 sharesChange vs previous 13F +93 shares
0.36% of the 13F portfolio, value $1,193,112.
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 13,202 sharesChange vs previous 13F +816 shares
0.39% of the 13F portfolio, value $1,386,475.
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 12,386 sharesChange vs previous 13F -350 shares
0.32% of the 13F portfolio, value $1,228,356.
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 12,736 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $1,340,798.
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).