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EPG Wealth Management LLC: ITOT position timeline

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

EPG Wealth Management LLC held 10,065 ITOT 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 10,065 shares
    Change vs previous 13F +3,031 shares

    0.4% of the 13F portfolio, value $1,653,370.

    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 7,034 shares
    Change vs previous 13F +36 shares

    0.27% of the 13F portfolio, value $1,001,913.

    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 6,998 shares
    Change vs previous 13F +35 shares

    0.28% of the 13F portfolio, value $1,040,497.

    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 6,963 shares
    Change vs previous 13F +18 shares

    0.28% of the 13F portfolio, value $1,014,129.

    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 6,945 shares
    Change vs previous 13F -4,154 shares

    0.28% of the 13F portfolio, value $937,803.

    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 11,099 shares
    Change vs previous 13F -1,694 shares

    0.38% of the 13F portfolio, value $1,354,180.

    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 12,793 shares
    Change vs previous 13F -514 shares

    0.43% of the 13F portfolio, value $1,645,426.

    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 13,307 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,671,547.

    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).