Skip to content
Disclosery

EP Wealth Advisors, LLC: AMAT position timeline

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

EP Wealth Advisors, LLC held 66,386 AMAT 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 66,386 shares
    Change vs previous 13F +7,650 shares

    0.18% of the 13F portfolio, value $47,997,157.

    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 58,736 shares
    Change vs previous 13F +642 shares

    0.1% of the 13F portfolio, value $20,075,222.

    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 58,094 shares
    Change vs previous 13F -4,463 shares

    0.08% of the 13F portfolio, value $14,929,629.

    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 62,557 shares
    Change vs previous 13F -5,117 shares

    0.08% of the 13F portfolio, value $11,452,224.

    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 67,674 shares
    Change vs previous 13F +3,305 shares

    0.08% of the 13F portfolio, value $9,820,822.

    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 64,369 shares
    Change vs previous 13F -5,848 shares

    0.09% of the 13F portfolio, value $10,468,256.

    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 70,217 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $14,187,412.

    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).