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Disclosery

EPG Wealth Management LLC: IVV position timeline

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

EPG Wealth Management LLC held 25,907 IVV 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 25,907 shares
    Change vs previous 13F -121 shares

    4.65% of the 13F portfolio, value $19,401,399.

    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 26,028 shares
    Change vs previous 13F +45 shares

    4.61% of the 13F portfolio, value $17,002,010.

    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 25,983 shares
    Change vs previous 13F +29 shares

    4.79% of the 13F portfolio, value $17,796,864.

    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 25,954 shares
    Change vs previous 13F +6 shares

    4.79% of the 13F portfolio, value $17,371,280.

    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 25,948 shares
    Change vs previous 13F -6,930 shares

    4.84% of the 13F portfolio, value $16,111,346.

    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 32,878 shares
    Change vs previous 13F -716 shares

    5.15% of the 13F portfolio, value $18,474,377.

    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 33,594 shares
    Change vs previous 13F -1,024 shares

    5.21% of the 13F portfolio, value $19,776,060.

    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 34,618 shares
    Change vs previous 13F not available

    5.04% of the 13F portfolio, value $19,968,255.

    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).