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Disclosery

EPG Wealth Management LLC: IVW position timeline

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

EPG Wealth Management LLC held 89,051 IVW 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 89,051 shares
    Change vs previous 13F +1,126 shares

    2.93% of the 13F portfolio, value $12,247,220.

    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 87,925 shares
    Change vs previous 13F +2,176 shares

    2.7% of the 13F portfolio, value $9,945,174.

    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 85,749 shares
    Change vs previous 13F +328 shares

    2.84% of the 13F portfolio, value $10,569,482.

    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 85,421 shares
    Change vs previous 13F -11,597 shares

    2.84% of the 13F portfolio, value $10,311,983.

    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 97,018 shares
    Change vs previous 13F -1,588 shares

    3.21% of the 13F portfolio, value $10,681,638.

    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 98,606 shares
    Change vs previous 13F +485 shares

    2.55% of the 13F portfolio, value $9,153,583.

    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 98,121 shares
    Change vs previous 13F -9,579 shares

    2.63% of the 13F portfolio, value $9,962,224.

    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 107,700 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $10,312,288.

    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).