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EPG Wealth Management LLC: KIM position timeline

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

EPG Wealth Management LLC held 17,855 KIM 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 17,855 shares
    Change vs previous 13F -9,122 shares

    0.11% of the 13F portfolio, value $452,635.

    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 26,977 shares
    Change vs previous 13F -3,794 shares

    0.16% of the 13F portfolio, value $606,162.

    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 30,771 shares
    Change vs previous 13F +530 shares

    0.17% of the 13F portfolio, value $623,727.

    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 30,241 shares
    Change vs previous 13F +1,307 shares

    0.18% of the 13F portfolio, value $660,759.

    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 28,934 shares
    Change vs previous 13F -216 shares

    0.18% of the 13F portfolio, value $608,197.

    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 29,150 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $619,141.

    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).