Skip to content
Disclosery

EP Wealth Advisors, LLC: A position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on A, newest first. How the timeline and the estimate are built.

EP Wealth Advisors, LLC held 11,685 A shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,685 shares
    Change vs previous 13F +1,488 shares

    0.01% of the 13F portfolio, value $1,552,163.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,197 shares
    Change vs previous 13F -519 shares

    0.01% of the 13F portfolio, value $1,162,278.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,716 shares
    Change vs previous 13F +813 shares

    0.01% of the 13F portfolio, value $1,458,176.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 9,903 shares
    Change vs previous 13F +455 shares

    0.01% of the 13F portfolio, value $1,168,634.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 9,448 shares
    Change vs previous 13F -68 shares

    0.01% of the 13F portfolio, value $1,105,186.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 9,516 shares
    Change vs previous 13F -55 shares

    0.01% of the 13F portfolio, value $1,278,406.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 9,571 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,421,062.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).