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Disclosery

EPG Wealth Management LLC: IWD position timeline

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

EPG Wealth Management LLC held 14,439 IWD 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 14,439 shares
    Change vs previous 13F +12 shares

    0.84% of the 13F portfolio, value $3,500,447.

    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 14,427 shares
    Change vs previous 13F +15 shares

    0.84% of the 13F portfolio, value $3,082,547.

    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 14,412 shares
    Change vs previous 13F +19 shares

    0.82% of the 13F portfolio, value $3,031,334.

    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 14,393 shares
    Change vs previous 13F -666 shares

    0.81% of the 13F portfolio, value $2,930,199.

    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 15,059 shares
    Change vs previous 13F -3,783 shares

    0.88% of the 13F portfolio, value $2,924,981.

    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 18,842 shares
    Change vs previous 13F -13 shares

    0.99% of the 13F portfolio, value $3,545,403.

    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 18,855 shares
    Change vs previous 13F +28 shares

    0.92% of the 13F portfolio, value $3,490,673.

    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 18,827 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,573,289.

    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).