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EP Wealth Advisors, LLC: APD position timeline

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

EP Wealth Advisors, LLC held 19,404 APD 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 19,404 shares
    Change vs previous 13F +811 shares

    0.02% of the 13F portfolio, value $5,688,783.

    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 18,593 shares
    Change vs previous 13F -4,405 shares

    0.03% of the 13F portfolio, value $5,401,028.

    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 22,998 shares
    Change vs previous 13F -12,017 shares

    0.03% of the 13F portfolio, value $5,680,939.

    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 35,015 shares
    Change vs previous 13F +20,113 shares

    0.06% of the 13F portfolio, value $9,876,411.

    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 14,902 shares
    Change vs previous 13F +954 shares

    0.04% of the 13F portfolio, value $4,394,812.

    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 13,948 shares
    Change vs previous 13F +1,866 shares

    0.03% of the 13F portfolio, value $4,045,607.

    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 12,082 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,597,230.

    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).