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Disclosery

Wallace Advisory Group, LLC: EPAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wallace Advisory Group, LLC on EPAM, newest first. How the timeline and the estimate are built.

Wallace Advisory Group, LLC held 3,373 EPAM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,373 shares
    Change vs previous 13F +705 shares

    0.25% of the 13F portfolio, value $267,648.

    13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, 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 2,668 shares
    Change vs previous 13F +992 shares

    0.39% of the 13F portfolio, value $361,247.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, 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 1,676 shares
    Change vs previous 13F -818 shares

    0.36% of the 13F portfolio, value $343,379.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, 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 2,494 shares
    Change vs previous 13F -28 shares

    0.35% of the 13F portfolio, value $440,989.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, 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 2,522 shares
    Change vs previous 13F +76 shares

    0.31% of the 13F portfolio, value $425,814.

    13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, 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 2,446 shares
    Change vs previous 13F -23 shares

    0.4% of the 13F portfolio, value $571,924.

    13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, 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 2,469 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $491,406.

    13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).