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EP Wealth Advisors, LLC: ACWI position timeline

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

EP Wealth Advisors, LLC held 37,310 ACWI 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 37,310 shares
    Change vs previous 13F -2,323 shares

    0.02% of the 13F portfolio, value $5,856,623.

    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 39,633 shares
    Change vs previous 13F -86 shares

    0.03% of the 13F portfolio, value $5,483,991.

    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 39,719 shares
    Change vs previous 13F +3,742 shares

    0.03% of the 13F portfolio, value $5,619,826.

    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 35,977 shares
    Change vs previous 13F -1,465 shares

    0.03% of the 13F portfolio, value $4,626,602.

    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 37,442 shares
    Change vs previous 13F +6,752 shares

    0.03% of the 13F portfolio, value $4,357,870.

    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 30,690 shares
    Change vs previous 13F +353 shares

    0.03% of the 13F portfolio, value $3,606,070.

    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 30,337 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,626,833.

    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).