Skip to content
Disclosery

EPG Wealth Management LLC: PWR position timeline

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

EPG Wealth Management LLC held 13,921 PWR 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 13,921 shares
    Change vs previous 13F -72 shares

    2.4% of the 13F portfolio, value $10,023,817.

    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 13,993 shares
    Change vs previous 13F -1,180 shares

    2.08% of the 13F portfolio, value $7,682,686.

    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 15,173 shares
    Change vs previous 13F +353 shares

    1.72% of the 13F portfolio, value $6,404,103.

    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 14,820 shares
    Change vs previous 13F +183 shares

    1.69% of the 13F portfolio, value $6,141,502.

    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 14,637 shares
    Change vs previous 13F +362 shares

    1.66% of the 13F portfolio, value $5,534,127.

    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 14,275 shares
    Change vs previous 13F +769 shares

    1.01% of the 13F portfolio, value $3,628,400.

    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 13,506 shares
    Change vs previous 13F -823 shares

    1.13% of the 13F portfolio, value $4,268,493.

    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 14,329 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $4,272,181.

    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).