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EPG Wealth Management LLC: HAL position timeline

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

EPG Wealth Management LLC held 17,382 HAL 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 17,382 shares
    Change vs previous 13F -9,134 shares

    0.14% of the 13F portfolio, value $590,120.

    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 26,516 shares
    Change vs previous 13F +418 shares

    0.28% of the 13F portfolio, value $1,033,878.

    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 26,098 shares
    Change vs previous 13F -3,483 shares

    0.2% of the 13F portfolio, value $737,522.

    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 29,581 shares
    Change vs previous 13F +942 shares

    0.2% of the 13F portfolio, value $727,689.

    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 28,639 shares
    Change vs previous 13F -185 shares

    0.18% of the 13F portfolio, value $583,669.

    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 28,824 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $731,253.

    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).