Skip to content
Disclosery

EPG Wealth Management LLC: PANW position timeline

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

EPG Wealth Management LLC held 20,658 PANW 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 20,658 shares
    Change vs previous 13F +1,593 shares

    1.69% of the 13F portfolio, value $7,044,791.

    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 19,065 shares
    Change vs previous 13F +3,484 shares

    0.83% of the 13F portfolio, value $3,056,501.

    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 15,581 shares
    Change vs previous 13F +521 shares

    0.77% of the 13F portfolio, value $2,870,020.

    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 15,060 shares
    Change vs previous 13F +796 shares

    0.84% of the 13F portfolio, value $3,066,517.

    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 14,264 shares
    Change vs previous 13F +499 shares

    0.88% of the 13F portfolio, value $2,918,985.

    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 13,765 shares
    Change vs previous 13F +1,035 shares

    0.65% of the 13F portfolio, value $2,348,860.

    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 12,730 shares
    Change vs previous 13F +5,880 shares

    0.61% of the 13F portfolio, value $2,316,351.

    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 6,850 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,341,330.

    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).