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Disclosery

EPG Wealth Management LLC: XLK position timeline

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

EPG Wealth Management LLC held 32,748 XLK 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 32,748 shares
    Change vs previous 13F +414 shares

    1.5% of the 13F portfolio, value $6,239,147.

    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 32,334 shares
    Change vs previous 13F +263 shares

    1.17% of the 13F portfolio, value $4,297,205.

    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 32,071 shares
    Change vs previous 13F +16,121 shares

    1.24% of the 13F portfolio, value $4,617,334.

    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 15,950 shares
    Change vs previous 13F -707 shares

    1.24% of the 13F portfolio, value $4,495,624.

    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 16,657 shares
    Change vs previous 13F -5,572 shares

    1.27% of the 13F portfolio, value $4,217,935.

    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 22,229 shares
    Change vs previous 13F -2,995 shares

    1.28% of the 13F portfolio, value $4,589,938.

    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 25,224 shares
    Change vs previous 13F -1,074 shares

    1.55% of the 13F portfolio, value $5,865,263.

    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 26,298 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $5,936,909.

    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).