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EP Wealth Advisors, LLC: ALL position timeline

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

EP Wealth Advisors, LLC held 195,664 ALL 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 195,664 shares
    Change vs previous 13F -8,080 shares

    0.18% of the 13F portfolio, value $46,556,207.

    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 203,744 shares
    Change vs previous 13F -107,620 shares

    0.21% of the 13F portfolio, value $42,244,372.

    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 311,364 shares
    Change vs previous 13F +2,824 shares

    0.34% of the 13F portfolio, value $64,810,518.

    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 308,540 shares
    Change vs previous 13F -1,487 shares

    0.41% of the 13F portfolio, value $62,112,224.

    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 310,027 shares
    Change vs previous 13F -6,686 shares

    0.51% of the 13F portfolio, value $64,197,306.

    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 316,713 shares
    Change vs previous 13F -7,264 shares

    0.5% of the 13F portfolio, value $61,059,061.

    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 323,977 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $61,442,157.

    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).