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EPG Wealth Management LLC: IQLT position timeline

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

EPG Wealth Management LLC held 14,768 IQLT 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 14,768 shares
    Change vs previous 13F +125 shares

    0.18% of the 13F portfolio, value $731,745.

    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 14,643 shares
    Change vs previous 13F -170,778 shares

    0.18% of the 13F portfolio, value $676,966.

    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 185,421 shares
    Change vs previous 13F +1,071 shares

    2.27% of the 13F portfolio, value $8,427,383.

    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 184,350 shares
    Change vs previous 13F -695 shares

    2.24% of the 13F portfolio, value $8,146,440.

    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 185,045 shares
    Change vs previous 13F +1,251 shares

    2.4% of the 13F portfolio, value $7,997,645.

    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 183,794 shares
    Change vs previous 13F +3,939 shares

    2.03% of the 13F portfolio, value $7,294,761.

    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 179,855 shares
    Change vs previous 13F -66,070 shares

    1.76% of the 13F portfolio, value $6,676,196.

    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 245,925 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $10,203,430.

    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).