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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

  1. period ended2026-06-30
    13F 13,649 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 14,840 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 14,252 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 14,099 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 13,295 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 13,202 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 12,386 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 12,736 shares
    Change 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), ingested

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