EPG Wealth Management LLC: VTV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EPG Wealth Management LLC on VTV, newest first. How the timeline and the estimate are built.
EPG Wealth Management LLC held 688 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 688 sharesChange vs previous 13F -85 shares
0.04% of the 13F portfolio, value $150,027.
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 773 sharesChange vs previous 13F +3 shares
0.04% of the 13F portfolio, value $151,751.
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 770 sharesChange vs previous 13F +7 shares
0.04% of the 13F portfolio, value $147,016.
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 763 sharesChange vs previous 13F -116 shares
0.04% of the 13F portfolio, value $142,296.
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 879 sharesChange vs previous 13F -165 shares
0.05% of the 13F portfolio, value $155,345.
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 1,044 sharesChange vs previous 13F -115 shares
0.05% of the 13F portfolio, value $180,400.
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 1,159 sharesChange vs previous 13F -441 shares
0.05% of the 13F portfolio, value $196,210.
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 1,600 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $279,310.
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).