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Disclosery

EPG Wealth Management LLC: SPGI position timeline

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

EPG Wealth Management LLC held 2,371 SPGI 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 2,371 shares
    Change vs previous 13F -79 shares

    0.23% of the 13F portfolio, value $965,678.

    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 2,450 shares
    Change vs previous 13F -73 shares

    0.28% of the 13F portfolio, value $1,041,918.

    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 2,523 shares
    Change vs previous 13F +53 shares

    0.35% of the 13F portfolio, value $1,318,754.

    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 2,470 shares
    Change vs previous 13F +311 shares

    0.33% of the 13F portfolio, value $1,202,138.

    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 2,159 shares
    Change vs previous 13F +129 shares

    0.34% of the 13F portfolio, value $1,138,630.

    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 2,030 shares
    Change vs previous 13F +196 shares

    0.29% of the 13F portfolio, value $1,031,383.

    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 1,834 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $913,563.

    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).