EP Wealth Advisors, LLC: APTV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on APTV, newest first. How the timeline and the estimate are built.
EP Wealth Advisors, LLC held 0 APTV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -4,531 shares
13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 4,531 sharesChange vs previous 13F -294 shares
<0.01% of the 13F portfolio, value $314,633.
13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,825 sharesChange vs previous 13F -939 shares
<0.01% of the 13F portfolio, value $367,134.
13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,764 sharesChange vs previous 13F -145 shares
<0.01% of the 13F portfolio, value $393,220.
13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,909 sharesChange vs previous 13F -256 shares
<0.01% of the 13F portfolio, value $351,586.
13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,165 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $372,859.
13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).