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EP Wealth Advisors, LLC: ACN position timeline

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

EP Wealth Advisors, LLC held 128,055 ACN 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 128,055 shares
    Change vs previous 13F +48,790 shares

    0.06% of the 13F portfolio, value $15,935,154.

    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 79,265 shares
    Change vs previous 13F +3,158 shares

    0.08% of the 13F portfolio, value $15,717,359.

    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 76,107 shares
    Change vs previous 13F -5,035 shares

    0.11% of the 13F portfolio, value $20,419,576.

    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 81,142 shares
    Change vs previous 13F +8,087 shares

    0.16% of the 13F portfolio, value $24,252,466.

    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 73,055 shares
    Change vs previous 13F +48,120 shares

    0.18% of the 13F portfolio, value $22,796,068.

    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 24,935 shares
    Change vs previous 13F -7,032 shares

    0.07% of the 13F portfolio, value $8,772,015.

    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 31,967 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,299,764.

    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).