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EPG Wealth Management LLC: FIDU position timeline

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

EPG Wealth Management LLC held 28,310 FIDU 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 28,310 shares
    Change vs previous 13F -7 shares

    0.68% of the 13F portfolio, value $2,819,947.

    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 28,317 shares
    Change vs previous 13F -297 shares

    0.66% of the 13F portfolio, value $2,449,946.

    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 28,614 shares
    Change vs previous 13F -247 shares

    0.64% of the 13F portfolio, value $2,360,090.

    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 28,861 shares
    Change vs previous 13F -1,645 shares

    0.65% of the 13F portfolio, value $2,364,889.

    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 30,506 shares
    Change vs previous 13F -226 shares

    0.71% of the 13F portfolio, value $2,365,123.

    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 30,732 shares
    Change vs previous 13F +678 shares

    0.59% of the 13F portfolio, value $2,104,213.

    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 30,054 shares
    Change vs previous 13F -1,467 shares

    0.56% of the 13F portfolio, value $2,113,109.

    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 31,521 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,274,861.

    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).