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Disclosery

EPG Wealth Management LLC: XLC position timeline

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

EPG Wealth Management LLC held 17,282 XLC 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 17,282 shares
    Change vs previous 13F +650 shares

    0.44% of the 13F portfolio, value $1,851,371.

    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 16,632 shares
    Change vs previous 13F +320 shares

    0.5% of the 13F portfolio, value $1,843,820.

    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 16,312 shares
    Change vs previous 13F +203 shares

    0.52% of the 13F portfolio, value $1,920,222.

    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 16,109 shares
    Change vs previous 13F -3,083 shares

    0.53% of the 13F portfolio, value $1,906,769.

    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 19,192 shares
    Change vs previous 13F -333 shares

    0.63% of the 13F portfolio, value $2,082,935.

    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 19,525 shares
    Change vs previous 13F -637 shares

    0.53% of the 13F portfolio, value $1,883,215.

    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 20,162 shares
    Change vs previous 13F -2,268 shares

    0.51% of the 13F portfolio, value $1,951,866.

    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 22,430 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,027,716.

    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).