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EPG Wealth Management LLC: VNLA position timeline

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

EPG Wealth Management LLC held 21,729 VNLA 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 21,729 shares
    Change vs previous 13F -36 shares

    0.25% of the 13F portfolio, value $1,061,786.

    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 21,765 shares
    Change vs previous 13F +165 shares

    0.29% of the 13F portfolio, value $1,063,427.

    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 21,600 shares
    Change vs previous 13F +337 shares

    0.29% of the 13F portfolio, value $1,061,422.

    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 21,263 shares
    Change vs previous 13F +257 shares

    0.29% of the 13F portfolio, value $1,048,068.

    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 21,006 shares
    Change vs previous 13F -44 shares

    0.31% of the 13F portfolio, value $1,033,482.

    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 21,050 shares
    Change vs previous 13F -3,164 shares

    0.29% of the 13F portfolio, value $1,034,627.

    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 24,214 shares
    Change vs previous 13F +25 shares

    0.31% of the 13F portfolio, value $1,184,298.

    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 24,189 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,186,221.

    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).