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EP Wealth Advisors, LLC: APH position timeline

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

EP Wealth Advisors, LLC held 313,755 APH 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 313,755 shares
    Change vs previous 13F +70,641 shares

    0.21% of the 13F portfolio, value $55,321,363.

    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 243,114 shares
    Change vs previous 13F -1,080 shares

    0.15% of the 13F portfolio, value $30,717,443.

    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 244,194 shares
    Change vs previous 13F -7,430 shares

    0.17% of the 13F portfolio, value $33,000,418.

    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 251,624 shares
    Change vs previous 13F +237,677 shares

    0.16% of the 13F portfolio, value $24,847,838.

    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 13,947 shares
    Change vs previous 13F +547 shares

    0.01% of the 13F portfolio, value $914,766.

    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 13,400 shares
    Change vs previous 13F +2,311 shares

    0.01% of the 13F portfolio, value $930,638.

    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 11,089 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $722,533.

    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).