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Disclosery

EP Wealth Advisors, LLC: APP position timeline

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

EP Wealth Advisors, LLC held 3,458 APP 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 3,458 shares
    Change vs previous 13F +350 shares

    0.01% of the 13F portfolio, value $1,781,504.

    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 3,108 shares
    Change vs previous 13F -257 shares

    0.01% of the 13F portfolio, value $1,236,924.

    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 3,365 shares
    Change vs previous 13F -1,688 shares

    0.01% of the 13F portfolio, value $2,267,209.

    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 5,053 shares
    Change vs previous 13F -3,388 shares

    0.01% of the 13F portfolio, value $1,769,024.

    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 8,441 shares
    Change vs previous 13F -1,104 shares

    0.02% of the 13F portfolio, value $2,236,482.

    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 9,545 shares
    Change vs previous 13F -3,868 shares

    0.03% of the 13F portfolio, value $3,090,922.

    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 13,413 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,751,067.

    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).