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EP Wealth Advisors, LLC: ADI position timeline

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

EP Wealth Advisors, LLC held 56,875 ADI 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 56,875 shares
    Change vs previous 13F +43,283 shares

    0.09% of the 13F portfolio, value $22,588,959.

    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 13,592 shares
    Change vs previous 13F +582 shares

    0.02% of the 13F portfolio, value $4,324,131.

    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 13,010 shares
    Change vs previous 13F +3,648 shares

    0.02% of the 13F portfolio, value $3,528,414.

    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 9,362 shares
    Change vs previous 13F +595 shares

    0.01% of the 13F portfolio, value $2,228,385.

    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 8,767 shares
    Change vs previous 13F +3,320 shares

    0.01% of the 13F portfolio, value $1,767,991.

    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 5,447 shares
    Change vs previous 13F +46 shares

    0.01% of the 13F portfolio, value $1,157,363.

    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 5,401 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,243,241.

    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).