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EP Wealth Advisors, LLC: AMZN position timeline

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

EP Wealth Advisors, LLC held 1,431,137 AMZN 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 1,431,137 shares
    Change vs previous 13F +105,090 shares

    1.3% of the 13F portfolio, value $341,097,259.

    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 1,326,047 shares
    Change vs previous 13F +109,040 shares

    1.36% of the 13F portfolio, value $276,175,707.

    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 1,217,007 shares
    Change vs previous 13F +33,605 shares

    1.46% of the 13F portfolio, value $280,909,609.

    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 1,183,402 shares
    Change vs previous 13F +97,828 shares

    1.71% of the 13F portfolio, value $259,626,652.

    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 1,085,574 shares
    Change vs previous 13F +20,989 shares

    1.65% of the 13F portfolio, value $206,541,372.

    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 1,064,585 shares
    Change vs previous 13F -44,315 shares

    1.91% of the 13F portfolio, value $233,559,274.

    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 1,108,900 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $206,621,288.

    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).