Position in DD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$697,460
+$4,781 QoQ
Shares Held
5,142
+2.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#452
of 1,025 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026EPG Wealth Management LLC holds $3,344,113 across 5 Specialty Chemicals names. DD ranks #2 (20.9% of the industry book) .
All Filings in DD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,460 | 5,142 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $692,679 | 15,124 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $568,789 | 14,149 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,007,636 | 12,935 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $826,920 | 12,056 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $868,005 | 11,623 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $856,516 | 11,233 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,021,557 | 11,464 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $982,602 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $921,496 | 12,019 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $859,385 | 11,171 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $740,007 | 9,921 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $651,961 | 9,126 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $601,217 | 8,377 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $399,838 | 5,826 | Shares | Sole | 2023-02-15 | |
| 2022-03-31 | $213,970 | 2,908 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $250,175 | 3,097 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $210,089 | 3,090 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $238,655 | 3,083 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $234,699 | 3,037 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $290,768 | 4,089 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $212,891 | 4,007 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $8,627 | 253 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||