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EPG Wealth Management LLC: XSMO position timeline

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

EPG Wealth Management LLC held 90,058 XSMO 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 90,058 shares
    Change vs previous 13F +1,171 shares

    2.02% of the 13F portfolio, value $8,432,152.

    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 88,887 shares
    Change vs previous 13F +226 shares

    1.83% of the 13F portfolio, value $6,757,167.

    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 88,661 shares
    Change vs previous 13F +910 shares

    1.72% of the 13F portfolio, value $6,384,511.

    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 87,751 shares
    Change vs previous 13F +9,971 shares

    1.78% of the 13F portfolio, value $6,455,834.

    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 77,780 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $5,290,596.

    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).