Skip to content
Disclosery

EP Wealth Advisors, LLC: AMD position timeline

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

EP Wealth Advisors, LLC held 274,074 AMD 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 274,074 shares
    Change vs previous 13F +21,739 shares

    0.61% of the 13F portfolio, value $159,212,172.

    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 252,335 shares
    Change vs previous 13F +4,359 shares

    0.25% of the 13F portfolio, value $51,332,607.

    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 247,976 shares
    Change vs previous 13F +1,890 shares

    0.28% of the 13F portfolio, value $53,106,463.

    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 246,086 shares
    Change vs previous 13F +60,644 shares

    0.23% of the 13F portfolio, value $34,919,641.

    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 185,442 shares
    Change vs previous 13F +125,040 shares

    0.15% of the 13F portfolio, value $19,052,335.

    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 60,402 shares
    Change vs previous 13F -5,730 shares

    0.06% of the 13F portfolio, value $7,295,966.

    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 66,132 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $10,850,994.

    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).