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EP Wealth Advisors, LLC: ABT position timeline

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

EP Wealth Advisors, LLC held 79,164 ABT 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 79,164 shares
    Change vs previous 13F -53,620 shares

    0.03% of the 13F portfolio, value $7,183,378.

    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 132,784 shares
    Change vs previous 13F -1,143 shares

    0.07% of the 13F portfolio, value $13,632,926.

    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 133,927 shares
    Change vs previous 13F +743 shares

    0.09% of the 13F portfolio, value $16,779,754.

    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 133,184 shares
    Change vs previous 13F +70,061 shares

    0.12% of the 13F portfolio, value $18,114,337.

    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 63,123 shares
    Change vs previous 13F +7,713 shares

    0.07% of the 13F portfolio, value $8,373,305.

    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 55,410 shares
    Change vs previous 13F -687 shares

    0.05% of the 13F portfolio, value $6,267,448.

    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 56,097 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,395,652.

    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).