EPG Wealth Management LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EPG Wealth Management LLC on LLY, newest first. How the timeline and the estimate are built.
EPG Wealth Management LLC held 4,768 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 4,768 sharesChange vs previous 13F -24 shares
1.37% of the 13F portfolio, value $5,718,946.
13F-HR 0001398344-26-012859 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,792 sharesChange vs previous 13F -607 shares
1.2% of the 13F portfolio, value $4,407,251.
13F-HR 0001398344-26-008638 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,399 sharesChange vs previous 13F -24 shares
1.56% of the 13F portfolio, value $5,802,157.
13F-HR 0001398344-26-001448 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,423 sharesChange vs previous 13F +491 shares
1.14% of the 13F portfolio, value $4,137,877.
13F-HR 0001398344-25-020156 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,932 sharesChange vs previous 13F +203 shares
1.15% of the 13F portfolio, value $3,844,745.
13F-HR 0001398344-25-014488 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,729 sharesChange vs previous 13F -116 shares
1.09% of the 13F portfolio, value $3,905,937.
13F-HR 0001398344-25-009249 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,845 sharesChange vs previous 13F -475 shares
0.99% of the 13F portfolio, value $3,740,019.
13F-HR 0001398344-25-002786 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,320 sharesChange vs previous 13F not available
1.19% of the 13F portfolio, value $4,713,398.
13F-HR 0001398344-24-020571 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).