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Disclosery

EPG Wealth Management LLC: SHY position timeline

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

EPG Wealth Management LLC held 28,016 SHY 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 28,016 shares
    Change vs previous 13F +209 shares

    0.55% of the 13F portfolio, value $2,300,426.

    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 27,807 shares
    Change vs previous 13F -4,173 shares

    0.62% of the 13F portfolio, value $2,295,998.

    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 31,980 shares
    Change vs previous 13F +1,275 shares

    0.71% of the 13F portfolio, value $2,648,599.

    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 30,705 shares
    Change vs previous 13F +2,003 shares

    0.7% of the 13F portfolio, value $2,547,259.

    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 28,702 shares
    Change vs previous 13F -407 shares

    0.71% of the 13F portfolio, value $2,378,284.

    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 29,109 shares
    Change vs previous 13F -211 shares

    0.67% of the 13F portfolio, value $2,408,161.

    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 29,320 shares
    Change vs previous 13F +527 shares

    0.63% of the 13F portfolio, value $2,403,680.

    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 28,793 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,394,177.

    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).