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Disclosery

EPG Wealth Management LLC: XLE position timeline

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

EPG Wealth Management LLC held 40,484 XLE 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 40,484 shares
    Change vs previous 13F +1,296 shares

    0.52% of the 13F portfolio, value $2,150,107.

    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 39,188 shares
    Change vs previous 13F -7,743 shares

    0.65% of the 13F portfolio, value $2,400,642.

    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 46,931 shares
    Change vs previous 13F +23,942 shares

    0.56% of the 13F portfolio, value $2,098,306.

    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 22,989 shares
    Change vs previous 13F +665 shares

    0.57% of the 13F portfolio, value $2,053,812.

    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 22,324 shares
    Change vs previous 13F +395 shares

    0.57% of the 13F portfolio, value $1,893,285.

    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 21,929 shares
    Change vs previous 13F +259 shares

    0.57% of the 13F portfolio, value $2,049,251.

    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 21,670 shares
    Change vs previous 13F -2,514 shares

    0.49% of the 13F portfolio, value $1,856,268.

    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 24,184 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,123,339.

    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).