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EP Wealth Advisors, LLC: ADP position timeline

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

EP Wealth Advisors, LLC held 152,174 ADP 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 152,174 shares
    Change vs previous 13F +37,829 shares

    0.13% of the 13F portfolio, value $34,079,476.

    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 114,345 shares
    Change vs previous 13F +7,478 shares

    0.11% of the 13F portfolio, value $23,232,553.

    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 106,867 shares
    Change vs previous 13F +82,080 shares

    0.14% of the 13F portfolio, value $27,489,464.

    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 24,787 shares
    Change vs previous 13F +1,257 shares

    0.05% of the 13F portfolio, value $7,644,317.

    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 23,530 shares
    Change vs previous 13F +1,043 shares

    0.06% of the 13F portfolio, value $7,189,243.

    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 22,487 shares
    Change vs previous 13F +2,353 shares

    0.05% of the 13F portfolio, value $6,582,712.

    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 20,134 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,571,505.

    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).