Skip to content
Disclosery

EPG Wealth Management LLC: VYM position timeline

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

EPG Wealth Management LLC held 77,201 VYM 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 77,201 shares
    Change vs previous 13F +1,203 shares

    2.92% of the 13F portfolio, value $12,200,057.

    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 75,998 shares
    Change vs previous 13F +909 shares

    3.05% of the 13F portfolio, value $11,255,240.

    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 75,089 shares
    Change vs previous 13F +1,497 shares

    2.9% of the 13F portfolio, value $10,776,811.

    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 73,592 shares
    Change vs previous 13F -2,211 shares

    2.86% of the 13F portfolio, value $10,372,826.

    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 75,803 shares
    Change vs previous 13F -4,594 shares

    3.03% of the 13F portfolio, value $10,105,278.

    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 80,397 shares
    Change vs previous 13F -112 shares

    2.89% of the 13F portfolio, value $10,368,071.

    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 80,509 shares
    Change vs previous 13F -10,715 shares

    2.71% of the 13F portfolio, value $10,272,083.

    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 91,224 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $11,694,863.

    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).