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EPG Wealth Management LLC: IEMG position timeline

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

EPG Wealth Management LLC held 61,031 IEMG 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 61,031 shares
    Change vs previous 13F +785 shares

    1.21% of the 13F portfolio, value $5,055,817.

    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 60,246 shares
    Change vs previous 13F +99 shares

    1.14% of the 13F portfolio, value $4,202,164.

    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 60,147 shares
    Change vs previous 13F +40 shares

    1.09% of the 13F portfolio, value $4,043,054.

    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 60,107 shares
    Change vs previous 13F -4,460 shares

    1.09% of the 13F portfolio, value $3,962,279.

    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 64,567 shares
    Change vs previous 13F +264 shares

    1.16% of the 13F portfolio, value $3,875,951.

    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 64,303 shares
    Change vs previous 13F +1,517 shares

    0.97% of the 13F portfolio, value $3,470,456.

    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 62,786 shares
    Change vs previous 13F -5,108 shares

    0.86% of the 13F portfolio, value $3,278,707.

    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 67,894 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,897,816.

    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).