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
- period ended2026-06-3013F 20,640 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,286 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,252 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,216 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,824 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,395 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,679 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,574 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).