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EP Wealth Advisors, LLC: AGG position timeline

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

EP Wealth Advisors, LLC held 3,949,910 AGG 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 3,949,910 shares
    Change vs previous 13F +759,257 shares

    1.49% of the 13F portfolio, value $390,962,084.

    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 3,190,653 shares
    Change vs previous 13F +410,160 shares

    1.56% of the 13F portfolio, value $316,736,080.

    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 2,780,493 shares
    Change vs previous 13F +409,857 shares

    1.44% of the 13F portfolio, value $277,715,579.

    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 2,370,636 shares
    Change vs previous 13F +24,666 shares

    1.55% of the 13F portfolio, value $235,167,093.

    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 2,345,970 shares
    Change vs previous 13F +30,479 shares

    1.85% of the 13F portfolio, value $232,063,305.

    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 2,315,491 shares
    Change vs previous 13F +626,728 shares

    1.83% of the 13F portfolio, value $224,371,042.

    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 1,688,763 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $171,021,037.

    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).