EPG Wealth Management LLC: STX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EPG Wealth Management LLC on STX, newest first. How the timeline and the estimate are built.
EPG Wealth Management LLC held 3,648 STX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 3,648 sharesChange vs previous 13F -3,827 shares
0.84% of the 13F portfolio, value $3,519,988.
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 7,475 sharesChange vs previous 13F -3,682 shares
0.79% of the 13F portfolio, value $2,928,382.
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 11,157 sharesChange vs previous 13F +867 shares
0.83% of the 13F portfolio, value $3,072,425.
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 10,290 sharesChange vs previous 13F -100 shares
0.67% of the 13F portfolio, value $2,428,942.
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 10,390 sharesChange vs previous 13F -2,117 shares
0.45% of the 13F portfolio, value $1,499,626.
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 12,507 sharesChange vs previous 13F +1,157 shares
0.3% of the 13F portfolio, value $1,062,470.
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 11,350 sharesChange vs previous 13F -101 shares
0.26% of the 13F portfolio, value $979,628.
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 11,451 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $1,254,221.
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).