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Disclosery

EPG Wealth Management LLC: XLV position timeline

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

EPG Wealth Management LLC held 15,760 XLV 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 15,760 shares
    Change vs previous 13F -58 shares

    0.6% of the 13F portfolio, value $2,500,460.

    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 15,818 shares
    Change vs previous 13F -23 shares

    0.63% of the 13F portfolio, value $2,319,126.

    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 15,841 shares
    Change vs previous 13F +157 shares

    0.66% of the 13F portfolio, value $2,452,120.

    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 15,684 shares
    Change vs previous 13F -605 shares

    0.6% of the 13F portfolio, value $2,182,727.

    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 16,289 shares
    Change vs previous 13F -2,488 shares

    0.66% of the 13F portfolio, value $2,195,537.

    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 18,777 shares
    Change vs previous 13F -3,331 shares

    0.76% of the 13F portfolio, value $2,741,681.

    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 22,108 shares
    Change vs previous 13F -192 shares

    0.8% of the 13F portfolio, value $3,041,353.

    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 22,300 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $3,434,597.

    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).