EPG Wealth Management LLC: TFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EPG Wealth Management LLC on TFC, newest first. How the timeline and the estimate are built.
EPG Wealth Management LLC held 18,438 TFC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 18,438 sharesChange vs previous 13F -2,415 shares
0.22% of the 13F portfolio, value $918,585.
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 20,853 sharesChange vs previous 13F -1,821 shares
0.26% of the 13F portfolio, value $958,615.
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 22,674 sharesChange vs previous 13F +406 shares
0.3% of the 13F portfolio, value $1,115,795.
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 22,268 sharesChange vs previous 13F +6 shares
0.28% of the 13F portfolio, value $1,018,098.
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 22,262 sharesChange vs previous 13F -710 shares
0.29% of the 13F portfolio, value $957,032.
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 22,972 sharesChange vs previous 13F +897 shares
0.26% of the 13F portfolio, value $945,286.
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 22,075 sharesChange vs previous 13F -191 shares
0.25% of the 13F portfolio, value $957,619.
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 22,266 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $952,337.
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).