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EPG Wealth Management LLC: SLB position timeline

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

EPG Wealth Management LLC held 20,640 SLB 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 20,640 shares
    Change vs previous 13F -10,646 shares

    0.23% of the 13F portfolio, value $959,565.

    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 31,286 shares
    Change vs previous 13F +34 shares

    0.44% of the 13F portfolio, value $1,607,780.

    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 31,252 shares
    Change vs previous 13F +1,036 shares

    0.32% of the 13F portfolio, value $1,199,465.

    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 30,216 shares
    Change vs previous 13F +5,392 shares

    0.29% of the 13F portfolio, value $1,038,514.

    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 24,824 shares
    Change vs previous 13F +1,429 shares

    0.25% of the 13F portfolio, value $839,047.

    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 23,395 shares
    Change vs previous 13F +2,716 shares

    0.27% of the 13F portfolio, value $977,918.

    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 20,679 shares
    Change vs previous 13F +105 shares

    0.21% of the 13F portfolio, value $792,815.

    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 20,574 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $863,076.

    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).