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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

  1. period ended2026-06-30
    13F 3,648 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,475 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,157 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,290 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,390 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,507 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,350 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,451 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).