EPG Wealth Management LLC: DWMF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EPG Wealth Management LLC on DWMF, newest first. How the timeline and the estimate are built.
EPG Wealth Management LLC held 3,389 DWMF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 3,389 sharesChange vs previous 13F +57 shares
0.03% of the 13F portfolio, value $115,058.
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 3,332 sharesChange vs previous 13F +10 shares
0.03% of the 13F portfolio, value $112,257.
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 3,322 sharesChange vs previous 13F +19 shares
0.03% of the 13F portfolio, value $108,103.
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 3,303 sharesChange vs previous 13F +19 shares
0.03% of the 13F portfolio, value $105,351.
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 3,284 sharesChange vs previous 13F -401 shares
0.03% of the 13F portfolio, value $103,161.
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 3,685 sharesChange vs previous 13F -2,927 shares
0.03% of the 13F portfolio, value $107,626.
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 6,612 sharesChange vs previous 13F +40 shares
0.05% of the 13F portfolio, value $177,994.
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 6,572 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $185,416.
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).