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Livermore
Livermore
ZHEN

EPG Wealth Management LLC

SEC CIK
0001803058
Latest filing
Jul 28, 2026

AMP holding history

Ameriprise Financial Inc in every 13F filed by EPG Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMP overviewAll 13F holders of AMPFull Q2 2026 holdings

Shares (Q2 2026)
2,910
Value
$1.33M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of AMP by EPG Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,910$1.33M0.3%+110+3.9%AddedHolders
Q1 20262,800$1.24M0.3%+86+3.2%AddedHolders
Q4 20252,714$1.33M0.4%+21+0.8%AddedHolders
Q3 20252,693$1.32M0.4%+187+7.5%AddedHolders
Q2 20252,506$1.34M0.4%+67+2.7%AddedHolders
Q1 20252,439$1.18M0.3%+40+1.7%AddedHolders
Q4 20242,399$1.28M0.3%−88−3.5%ReducedHolders
Q3 20242,487$1.17M0.3%+2,487AddedHolders
Q2 20240$1.13M0.3%−2,598−100.0%ReducedHolders
Q1 20242,598$1.14M0.3%+314+13.7%AddedHolders
Q4 20232,284$890.6K0.2%+161+7.6%AddedHolders
Q3 20232,123$700.0K0.2%+217+11.4%AddedHolders
Q2 20231,906$633.0K0.2%+202+11.9%AddedHolders
Q1 20231,704$522.4K0.2%+343+25.2%AddedHolders
Q4 20221,361$423.9K0.2%−10−0.7%ReducedHolders
Q3 20221,371$345.0K0.1%+332+32.0%AddedHolders
Q2 20221,039$247.0K0.1%+1+0.1%AddedHolders
Q1 20221,038$312.0K0.1%−61−5.6%ReducedHolders
Q4 20211,099$332.0K0.1%+42+4.0%AddedHolders
Q3 20211,057$279.0K0.1%+49+4.9%AddedHolders
Q2 20211,008$251.0K0.1%+2+0.2%AddedHolders
Q1 20211,006$234.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.