GILPIN WEALTH MANAGEMENT, LLC EPAC — ENERPAC TOOL GROUP CORP

Ownership history in GILPIN WEALTH MANAGEMENT, LLC  ·  4 quarters on record

AI Ownership Summary

GILPIN WEALTH MANAGEMENT, LLC reported ENERPAC TOOL GROUP CORP (EPAC) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. The latest visible filing shows EPAC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EPAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GILPIN WEALTH MANAGEMENT, LLC's position in ENERPAC TOOL GROUP CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

EPAC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EPAC stock page GILPIN WEALTH MANAGEMENT, LLC fund profile GILPIN WEALTH MANAGEMENT, LLC full holdings
How GILPIN WEALTH MANAGEMENT, LLC held EPAC — position size vs. price
% of Fund (quarterly)    EPAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 9 +2 +28.6% 0.00% $315 2026-10-09 $34.93
2026 Q2 REDUCED 36.4% -1.8% ✅ 7 -4 -36.4% 0.00% $252 2026-07-24 $34.63
2026 Q1 ADDED — — — 11 +7 +175.0% 0.00% $402 2026-04-21 $35.29
2025 Q4 INITIATED — — — 4 — — 0.00% $153 2026-02-11 $42.97

🏢 Other funds also holding EPAC

As of 2026 Q3 — sorted by position size

MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.07% Central Pacific Bank - Trust Division 0.03% Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0% ARMSTRONG ADVISORY GROUP, INC 3Y 0.0% GK Wealth Management LLC 0.0% Davis Capital Management 3Y 0.0% Farther Finance Advisors, LLC 3Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About GILPIN WEALTH MANAGEMENT, LLC and EPAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has GILPIN WEALTH MANAGEMENT, LLC reported owning EPAC?

GILPIN WEALTH MANAGEMENT, LLC reported EPAC across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported EPAC position in GILPIN WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for EPAC was 0.00% in 2026 Q1.

What is the latest reported EPAC position on this page?

The most recent filing on this page is 2026 Q3, when GILPIN WEALTH MANAGEMENT, LLC reported 9 shares, equal to 0.00% of portfolio, with an estimated market value of $315.

What does the chart on this EPAC ownership page compare?

The chart compares GILPIN WEALTH MANAGEMENT, LLC's quarterly EPAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GILPIN WEALTH MANAGEMENT, LLC time their EPAC position?

Based on 13F filing dates vs. subsequent EPAC price moves, GILPIN WEALTH MANAGEMENT, LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on EPAC relative to SPY over the holding period was -39.7%.

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