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EPG Wealth Management LLC: TSM position timeline

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

EPG Wealth Management LLC held 9,656 TSM 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 9,656 shares
    Change vs previous 13F +200 shares

    1.1% of the 13F portfolio, value $4,611,340.

    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 9,456 shares
    Change vs previous 13F -1,502 shares

    0.87% of the 13F portfolio, value $3,195,678.

    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 10,958 shares
    Change vs previous 13F +532 shares

    0.9% of the 13F portfolio, value $3,330,052.

    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 10,426 shares
    Change vs previous 13F +412 shares

    0.8% of the 13F portfolio, value $2,911,817.

    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 10,014 shares
    Change vs previous 13F +226 shares

    0.68% of the 13F portfolio, value $2,268,155.

    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 9,788 shares
    Change vs previous 13F +43 shares

    0.45% of the 13F portfolio, value $1,624,861.

    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 9,745 shares
    Change vs previous 13F -673 shares

    0.51% of the 13F portfolio, value $1,924,575.

    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 10,418 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,809,373.

    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).