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Livermore
Livermore
ZHEN

EPG Wealth Management LLC

SEC CIK
0001803058
Latest filing
Jul 28, 2026

TFC holding history

Truist Financial Corp 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.

TFC overviewAll 13F holders of TFCFull Q2 2026 holdings

Shares (Q2 2026)
18,438
Value
$918.6K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of TFC by EPG Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,438$918.6K0.2%−2,415−11.6%ReducedHolders
Q1 202620,853$958.6K0.3%−1,821−8.0%ReducedHolders
Q4 202522,674$1.12M0.3%+406+1.8%AddedHolders
Q3 202522,268$1.02M0.3%+60.0%AddedHolders
Q2 202522,262$957.0K0.3%−710−3.1%ReducedHolders
Q1 202522,972$945.3K0.3%+897+4.1%AddedHolders
Q4 202422,075$957.6K0.3%−191−0.9%ReducedHolders
Q3 202422,266$952.3K0.2%+22,266AddedHolders
Q2 20240$1.02M0.2%−26,374−100.0%ReducedHolders
Q1 202426,374$1.03M0.3%+396+1.5%AddedHolders
Q4 202325,978$907.7K0.2%+341+1.3%AddedHolders
Q3 202325,637$733.5K0.2%−1,550−5.7%ReducedHolders
Q2 202327,187$825.1K0.2%+8,708+47.1%AddedHolders
Q1 202318,479$630.1K0.2%+6,260+51.2%AddedHolders
Q4 202212,219$525.8K0.2%+213+1.8%AddedHolders
Q3 202212,006$523.0K0.2%+4,041+50.7%AddedHolders
Q2 20227,965$378.0K0.2%+7,965NewHolders
Q1 20220$00.0%−5,984−100.0%Sold outHolders
Q4 20215,984$350.0K0.1%+219+3.8%AddedHolders
Q3 20215,765$338.0K0.1%+575+11.1%AddedHolders
Q2 20215,190$288.0K0.1%+1,072+26.0%AddedHolders
Q1 20214,118$240.0K0.1%––Holders

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