EPG Wealth Management LLC: QQQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EPG Wealth Management LLC on QQQ, newest first. How the timeline and the estimate are built.
EPG Wealth Management LLC held 1,482 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 1,482 sharesChange vs previous 13F -36 shares
0.26% of the 13F portfolio, value $1,091,447.
13F-HR 0001398344-26-012859 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,518 sharesChange vs previous 13F +9 shares
0.24% of the 13F portfolio, value $876,428.
13F-HR 0001398344-26-008638 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,509 sharesChange vs previous 13F -12 shares
0.25% of the 13F portfolio, value $927,178.
13F-HR 0001398344-26-001448 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,521 sharesChange vs previous 13F -49 shares
0.25% of the 13F portfolio, value $912,896.
13F-HR 0001398344-25-020156 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,570 sharesChange vs previous 13F -2,329 shares
0.26% of the 13F portfolio, value $865,853.
13F-HR 0001398344-25-014488 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,899 sharesChange vs previous 13F -1,409 shares
0.51% of the 13F portfolio, value $1,828,276.
13F-HR 0001398344-25-009249 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,308 sharesChange vs previous 13F -9 shares
0.72% of the 13F portfolio, value $2,714,021.
13F-HR 0001398344-25-002786 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,317 sharesChange vs previous 13F not available
0.65% of the 13F portfolio, value $2,595,432.
13F-HR 0001398344-24-020571 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).