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EP Wealth Advisors, LLC: AMGN position timeline

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

EP Wealth Advisors, LLC held 70,291 AMGN 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 70,291 shares
    Change vs previous 13F +22,283 shares

    0.1% of the 13F portfolio, value $25,453,837.

    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 48,008 shares
    Change vs previous 13F +1,054 shares

    0.08% of the 13F portfolio, value $16,891,465.

    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 46,954 shares
    Change vs previous 13F +3,857 shares

    0.08% of the 13F portfolio, value $15,368,635.

    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 43,097 shares
    Change vs previous 13F +3,274 shares

    0.08% of the 13F portfolio, value $12,033,039.

    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 39,823 shares
    Change vs previous 13F +8,317 shares

    0.1% of the 13F portfolio, value $12,406,863.

    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 31,506 shares
    Change vs previous 13F -1,346 shares

    0.07% of the 13F portfolio, value $8,211,846.

    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 32,852 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $10,585,016.

    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).