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Disclosery

EPG Wealth Management LLC: SPY position timeline

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

EPG Wealth Management LLC held 1,973 SPY 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 1,973 shares
    Change vs previous 13F -12 shares

    0.35% of the 13F portfolio, value $1,473,291.

    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 1,985 shares
    Change vs previous 13F +29 shares

    0.35% of the 13F portfolio, value $1,290,775.

    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 1,956 shares
    Change vs previous 13F +4 shares

    0.36% of the 13F portfolio, value $1,333,534.

    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 1,952 shares
    Change vs previous 13F -309 shares

    0.36% of the 13F portfolio, value $1,300,156.

    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 2,261 shares
    Change vs previous 13F -444 shares

    0.42% of the 13F portfolio, value $1,397,149.

    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 2,705 shares
    Change vs previous 13F +205 shares

    0.42% of the 13F portfolio, value $1,513,473.

    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 2,500 shares
    Change vs previous 13F -15 shares

    0.39% of the 13F portfolio, value $1,465,233.

    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 2,515 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,443,145.

    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).