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Disclosery

EPG Wealth Management LLC: XLI position timeline

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

EPG Wealth Management LLC held 4,259 XLI 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 4,259 shares
    Change vs previous 13F +265 shares

    0.19% of the 13F portfolio, value $788,906.

    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 3,994 shares
    Change vs previous 13F +315 shares

    0.18% of the 13F portfolio, value $645,966.

    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 3,679 shares
    Change vs previous 13F +142 shares

    0.15% of the 13F portfolio, value $570,739.

    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 3,537 shares
    Change vs previous 13F -345 shares

    0.15% of the 13F portfolio, value $545,529.

    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 3,882 shares
    Change vs previous 13F +145 shares

    0.17% of the 13F portfolio, value $572,719.

    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 3,737 shares
    Change vs previous 13F +57 shares

    0.14% of the 13F portfolio, value $489,805.

    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 3,680 shares
    Change vs previous 13F -1,166 shares

    0.13% of the 13F portfolio, value $484,843.

    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 4,846 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $656,302.

    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).