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EPG Wealth Management LLC: VGSH position timeline

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

EPG Wealth Management LLC held 175,881 VGSH 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 175,881 shares
    Change vs previous 13F +3,401 shares

    2.45% of the 13F portfolio, value $10,236,245.

    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 172,480 shares
    Change vs previous 13F +1,704 shares

    2.74% of the 13F portfolio, value $10,097,002.

    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 170,776 shares
    Change vs previous 13F +4,570 shares

    2.7% of the 13F portfolio, value $10,029,694.

    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 166,206 shares
    Change vs previous 13F +8,242 shares

    2.69% of the 13F portfolio, value $9,781,245.

    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 157,964 shares
    Change vs previous 13F -1,094 shares

    2.79% of the 13F portfolio, value $9,285,149.

    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 159,058 shares
    Change vs previous 13F -1,797 shares

    2.6% of the 13F portfolio, value $9,335,126.

    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 160,855 shares
    Change vs previous 13F -11,497 shares

    2.47% of the 13F portfolio, value $9,358,534.

    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 172,352 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $10,172,189.

    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).