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EPG Wealth Management LLC: PAYX position timeline

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

EPG Wealth Management LLC held 9,321 PAYX 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 9,321 shares
    Change vs previous 13F -1,124 shares

    0.22% of the 13F portfolio, value $916,570.

    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 10,445 shares
    Change vs previous 13F -631 shares

    0.26% of the 13F portfolio, value $962,227.

    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 11,076 shares
    Change vs previous 13F +329 shares

    0.33% of the 13F portfolio, value $1,242,468.

    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 10,747 shares
    Change vs previous 13F +660 shares

    0.38% of the 13F portfolio, value $1,362,290.

    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 10,087 shares
    Change vs previous 13F -521 shares

    0.44% of the 13F portfolio, value $1,467,263.

    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 10,608 shares
    Change vs previous 13F +762 shares

    0.46% of the 13F portfolio, value $1,636,662.

    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 9,846 shares
    Change vs previous 13F -64 shares

    0.36% of the 13F portfolio, value $1,380,533.

    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 9,910 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,329,882.

    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).