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Disclosery

EPG Wealth Management LLC: ORCL position timeline

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

EPG Wealth Management LLC held 6,739 ORCL 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 6,739 shares
    Change vs previous 13F -177 shares

    0.24% of the 13F portfolio, value $987,584.

    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 6,916 shares
    Change vs previous 13F +730 shares

    0.28% of the 13F portfolio, value $1,017,435.

    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 6,186 shares
    Change vs previous 13F +354 shares

    0.32% of the 13F portfolio, value $1,205,626.

    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 5,832 shares
    Change vs previous 13F +587 shares

    0.45% of the 13F portfolio, value $1,640,066.

    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 5,245 shares
    Change vs previous 13F -86 shares

    0.34% of the 13F portfolio, value $1,146,761.

    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 5,331 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $745,344.

    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).