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EPG Wealth Management LLC: HD position timeline

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

EPG Wealth Management LLC held 3,863 HD 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 3,863 shares
    Change vs previous 13F -61 shares

    0.33% of the 13F portfolio, value $1,362,412.

    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 3,924 shares
    Change vs previous 13F +7 shares

    0.35% of the 13F portfolio, value $1,290,614.

    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 3,917 shares
    Change vs previous 13F +10 shares

    0.36% of the 13F portfolio, value $1,347,966.

    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 3,907 shares
    Change vs previous 13F +14 shares

    0.44% of the 13F portfolio, value $1,582,942.

    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 3,893 shares
    Change vs previous 13F -1,239 shares

    0.43% of the 13F portfolio, value $1,427,283.

    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 5,132 shares
    Change vs previous 13F -151 shares

    0.52% of the 13F portfolio, value $1,880,788.

    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 5,283 shares
    Change vs previous 13F -881 shares

    0.54% of the 13F portfolio, value $2,055,034.

    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 6,164 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,497,657.

    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).