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Livermore
Livermore
ZHEN

EPG Wealth Management LLC

SEC CIK
0001803058
Latest filing
Jul 28, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
8,543
Value
$2.93M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of V by EPG Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,543$2.93M0.7%−133−1.5%ReducedHolders
Q1 20268,676$2.62M0.7%+193+2.3%AddedHolders
Q4 20258,483$2.97M0.8%+342+4.2%AddedHolders
Q3 20258,141$2.78M0.8%+685+9.2%AddedHolders
Q2 20257,456$2.65M0.8%+213+2.9%AddedHolders
Q1 20257,243$2.54M0.7%+995+15.9%AddedHolders
Q4 20246,248$1.97M0.5%−452−6.7%ReducedHolders
Q3 20246,700$1.84M0.5%+6,700AddedHolders
Q2 20240$2.11M0.5%−6,897−100.0%ReducedHolders
Q1 20246,897$1.92M0.5%+221+3.3%AddedHolders
Q4 20236,676$1.84M0.5%+287+4.5%AddedHolders
Q3 20236,389$1.47M0.4%+430+7.2%AddedHolders
Q2 20235,959$1.42M0.4%+252+4.4%AddedHolders
Q1 20235,707$1.29M0.4%+1,384+32.0%AddedHolders
Q4 20224,323$898.1K0.3%−186−4.1%ReducedHolders
Q3 20224,509$801.0K0.3%+215+5.0%AddedHolders
Q2 20224,294$845.0K0.4%−287−6.3%ReducedHolders
Q1 20224,581$1.02M0.4%+1,329+40.9%AddedHolders
Q4 20213,252$705.0K0.2%+242+8.0%AddedHolders
Q3 20213,010$671.0K0.3%+64+2.2%AddedHolders
Q2 20212,946$689.0K0.3%+4+0.1%AddedHolders
Q1 20212,942$623.0K0.3%––Holders

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