Skip to content
Disclosery

EPG Wealth Management LLC: WMT position timeline

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

EPG Wealth Management LLC held 24,967 WMT 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 24,967 shares
    Change vs previous 13F +1,860 shares

    0.68% of the 13F portfolio, value $2,827,730.

    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 23,107 shares
    Change vs previous 13F +9,253 shares

    0.78% of the 13F portfolio, value $2,871,715.

    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 13,854 shares
    Change vs previous 13F +494 shares

    0.42% of the 13F portfolio, value $1,543,477.

    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 13,360 shares
    Change vs previous 13F +910 shares

    0.38% of the 13F portfolio, value $1,376,884.

    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 12,450 shares
    Change vs previous 13F -828 shares

    0.37% of the 13F portfolio, value $1,217,403.

    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 13,278 shares
    Change vs previous 13F +6,528 shares

    0.32% of the 13F portfolio, value $1,165,643.

    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 6,750 shares
    Change vs previous 13F -160 shares

    0.16% of the 13F portfolio, value $609,888.

    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 6,910 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $557,962.

    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).