Skip to content
Disclosery

EPG Wealth Management LLC: META position timeline

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

EPG Wealth Management LLC held 4,558 META 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 4,558 shares
    Change vs previous 13F +108 shares

    0.62% of the 13F portfolio, value $2,567,601.

    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 4,450 shares
    Change vs previous 13F +184 shares

    0.69% of the 13F portfolio, value $2,545,928.

    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 4,266 shares
    Change vs previous 13F +260 shares

    0.76% of the 13F portfolio, value $2,816,089.

    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 4,006 shares
    Change vs previous 13F -657 shares

    0.81% of the 13F portfolio, value $2,942,257.

    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 4,663 shares
    Change vs previous 13F +198 shares

    1.03% of the 13F portfolio, value $3,441,595.

    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 4,465 shares
    Change vs previous 13F +73 shares

    0.72% of the 13F portfolio, value $2,573,540.

    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 4,392 shares
    Change vs previous 13F -113 shares

    0.68% of the 13F portfolio, value $2,571,279.

    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 4,505 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,578,855.

    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).