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EP Wealth Advisors, LLC: AAPL position timeline

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

EP Wealth Advisors, LLC held 3,136,978 AAPL 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 3,136,978 shares
    Change vs previous 13F +840,681 shares

    3.47% of the 13F portfolio, value $907,715,948.

    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 2,296,297 shares
    Change vs previous 13F +4,993 shares

    2.87% of the 13F portfolio, value $582,777,271.

    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 2,291,304 shares
    Change vs previous 13F +154,708 shares

    3.24% of the 13F portfolio, value $622,913,748.

    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 2,136,596 shares
    Change vs previous 13F +119,877 shares

    2.88% of the 13F portfolio, value $438,365,475.

    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 2,016,719 shares
    Change vs previous 13F -33,083 shares

    3.58% of the 13F portfolio, value $447,973,722.

    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 2,049,802 shares
    Change vs previous 13F -24,497 shares

    4.19% of the 13F portfolio, value $513,311,318.

    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 2,074,299 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $483,311,559.

    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).