EPG Wealth Management LLC: IGSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EPG Wealth Management LLC on IGSB, newest first. How the timeline and the estimate are built.
EPG Wealth Management LLC held 2,242 IGSB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 2,242 sharesChange vs previous 13F +1 shares
0.03% of the 13F portfolio, value $117,504.
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 2,241 sharesChange vs previous 13F +1 shares
0.03% of the 13F portfolio, value $117,772.
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 2,240 sharesChange vs previous 13F -94 shares
0.03% of the 13F portfolio, value $118,445.
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 2,334 sharesChange vs previous 13F +1 shares
0.03% of the 13F portfolio, value $123,783.
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 2,333 sharesChange vs previous 13F +1 shares
0.04% of the 13F portfolio, value $123,088.
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 2,332 sharesChange vs previous 13F -129 shares
0.03% of the 13F portfolio, value $122,115.
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 2,461 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $127,234.
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 2,461 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $129,596.
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).