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Disclosery

EPG Wealth Management LLC: IWF position timeline

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

EPG Wealth Management LLC held 62,252 IWF 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 62,252 shares
    Change vs previous 13F +46,696 shares

    1.85% of the 13F portfolio, value $7,729,805.

    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 15,556 shares
    Change vs previous 13F -40 shares

    1.8% of the 13F portfolio, value $6,633,116.

    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 15,596 shares
    Change vs previous 13F -30 shares

    1.99% of the 13F portfolio, value $7,381,585.

    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 15,626 shares
    Change vs previous 13F -755 shares

    2.02% of the 13F portfolio, value $7,319,361.

    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 16,381 shares
    Change vs previous 13F -1,400 shares

    2.09% of the 13F portfolio, value $6,955,133.

    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 17,781 shares
    Change vs previous 13F -424 shares

    1.79% of the 13F portfolio, value $6,420,581.

    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 18,205 shares
    Change vs previous 13F -61 shares

    1.93% of the 13F portfolio, value $7,310,899.

    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 18,266 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $6,856,538.

    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).