EPG Wealth Management LLC: GSIE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EPG Wealth Management LLC on GSIE, newest first. How the timeline and the estimate are built.
EPG Wealth Management LLC held 2,621 GSIE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 2,621 sharesChange vs previous 13F +33 shares
0.03% of the 13F portfolio, value $119,797.
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 2,588 sharesChange vs previous 13F +9 shares
0.03% of the 13F portfolio, value $111,615.
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 2,579 sharesChange vs previous 13F +2,579 shares
0.03% of the 13F portfolio, value $110,745.
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 ended2025-06-3013F 0 sharesChange vs previous 13F -2,516 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 2,516 sharesChange vs previous 13F -2,718 shares
0.03% of the 13F portfolio, value $89,704.
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 5,234 sharesChange vs previous 13F +19 shares
0.05% of the 13F portfolio, value $174,492.
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 5,215 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $188,642.
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).