EPG Wealth Management LLC: FMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EPG Wealth Management LLC on FMB, newest first. How the timeline and the estimate are built.
EPG Wealth Management LLC held 18,365 FMB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 18,365 sharesChange vs previous 13F +461 shares
0.23% of the 13F portfolio, value $943,376.
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 17,904 sharesChange vs previous 13F +496 shares
0.25% of the 13F portfolio, value $907,025.
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 17,408 sharesChange vs previous 13F -1,716 shares
0.24% of the 13F portfolio, value $890,157.
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 19,124 sharesChange vs previous 13F +3,130 shares
0.27% of the 13F portfolio, value $969,619.
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 15,994 sharesChange vs previous 13F +111 shares
0.24% of the 13F portfolio, value $796,844.
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 15,883 sharesChange vs previous 13F +1,978 shares
0.22% of the 13F portfolio, value $800,848.
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 13,905 sharesChange vs previous 13F -2,963 shares
0.19% of the 13F portfolio, value $709,276.
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 16,868 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $876,461.
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).