EPG Wealth Management LLC: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EPG Wealth Management LLC on VO, newest first. How the timeline and the estimate are built.
EPG Wealth Management LLC held 5,893 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 5,893 sharesChange vs previous 13F +4,420 shares
0.11% of the 13F portfolio, value $474,782.
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 1,473 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $423,024.
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 1,473 sharesChange vs previous 13F -3 shares
0.12% of the 13F portfolio, value $427,444.
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 1,476 sharesChange vs previous 13F +79 shares
0.12% of the 13F portfolio, value $433,688.
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 1,397 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $390,989.
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 1,397 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $361,353.
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 1,397 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $368,990.
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 1,397 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $368,571.
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).