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Disclosery

EPG Wealth Management LLC: ROBT position timeline

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

EPG Wealth Management LLC held 12,112 ROBT 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 12,112 shares
    Change vs previous 13F +1,060 shares

    0.16% of the 13F portfolio, value $681,407.

    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 11,052 shares
    Change vs previous 13F +894 shares

    0.14% of the 13F portfolio, value $510,145.

    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 10,158 shares
    Change vs previous 13F +1,928 shares

    0.14% of the 13F portfolio, value $526,861.

    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 8,230 shares
    Change vs previous 13F -685 shares

    0.12% of the 13F portfolio, value $435,286.

    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 8,915 shares
    Change vs previous 13F -40,751 shares

    0.13% of the 13F portfolio, value $430,607.

    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 49,666 shares
    Change vs previous 13F +1,548 shares

    0.56% of the 13F portfolio, value $2,019,910.

    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 48,118 shares
    Change vs previous 13F -1,334 shares

    0.57% of the 13F portfolio, value $2,167,228.

    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 49,452 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,165,509.

    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).