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EPG Wealth Management LLC: VZ position timeline

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

EPG Wealth Management LLC held 30,459 VZ 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 30,459 shares
    Change vs previous 13F -5,425 shares

    0.31% of the 13F portfolio, value $1,289,636.

    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 35,884 shares
    Change vs previous 13F +233 shares

    0.49% of the 13F portfolio, value $1,801,360.

    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 35,651 shares
    Change vs previous 13F -4,240 shares

    0.39% of the 13F portfolio, value $1,452,061.

    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 39,891 shares
    Change vs previous 13F -1,284 shares

    0.48% of the 13F portfolio, value $1,753,219.

    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 41,175 shares
    Change vs previous 13F +253 shares

    0.53% of the 13F portfolio, value $1,781,635.

    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 40,922 shares
    Change vs previous 13F -2,748 shares

    0.52% of the 13F portfolio, value $1,856,222.

    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 43,670 shares
    Change vs previous 13F -1,793 shares

    0.46% of the 13F portfolio, value $1,746,396.

    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 45,463 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,041,708.

    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).