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EP Wealth Advisors, LLC: ACEL position timeline

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

EP Wealth Advisors, LLC held 16,825 ACEL 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 16,825 shares
    Change vs previous 13F -6,087 shares

    <0.01% of the 13F portfolio, value $212,163.

    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 22,912 shares
    Change vs previous 13F +602 shares

    <0.01% of the 13F portfolio, value $249,970.

    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 22,310 shares
    Change vs previous 13F +1,339 shares

    <0.01% of the 13F portfolio, value $254,557.

    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 20,971 shares
    Change vs previous 13F -459 shares

    <0.01% of the 13F portfolio, value $246,829.

    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 21,430 shares
    Change vs previous 13F +6,244 shares

    <0.01% of the 13F portfolio, value $212,586.

    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 15,186 shares
    Change vs previous 13F +2,640 shares

    <0.01% of the 13F portfolio, value $162,186.

    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 12,546 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $145,785.

    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).