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EPG Wealth Management LLC: MSFT position timeline

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

EPG Wealth Management LLC held 21,812 MSFT 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 21,812 shares
    Change vs previous 13F +59 shares

    1.95% of the 13F portfolio, value $8,136,454.

    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 21,753 shares
    Change vs previous 13F +5,968 shares

    2.18% of the 13F portfolio, value $8,052,206.

    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 15,785 shares
    Change vs previous 13F -41 shares

    2.05% of the 13F portfolio, value $7,634,085.

    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 15,826 shares
    Change vs previous 13F +57 shares

    2.26% of the 13F portfolio, value $8,196,998.

    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 15,769 shares
    Change vs previous 13F -5,026 shares

    2.36% of the 13F portfolio, value $7,843,493.

    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 20,795 shares
    Change vs previous 13F +397 shares

    2.18% of the 13F portfolio, value $7,806,441.

    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 20,398 shares
    Change vs previous 13F -481 shares

    2.27% of the 13F portfolio, value $8,597,358.

    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 20,879 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $8,984,204.

    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).