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EP Wealth Advisors, LLC: AMT position timeline

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

EP Wealth Advisors, LLC held 31,956 AMT 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 31,956 shares
    Change vs previous 13F -48,997 shares

    0.02% of the 13F portfolio, value $5,226,982.

    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 80,953 shares
    Change vs previous 13F -205,158 shares

    0.07% of the 13F portfolio, value $13,970,826.

    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 286,111 shares
    Change vs previous 13F +1,480 shares

    0.26% of the 13F portfolio, value $50,232,430.

    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 284,631 shares
    Change vs previous 13F +2,904 shares

    0.41% of the 13F portfolio, value $62,909,151.

    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 281,727 shares
    Change vs previous 13F -50,913 shares

    0.49% of the 13F portfolio, value $61,303,844.

    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 332,640 shares
    Change vs previous 13F +5,720 shares

    0.5% of the 13F portfolio, value $61,009,482.

    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 326,920 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $76,028,616.

    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).