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EP Wealth Advisors, LLC: ASML position timeline

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

EP Wealth Advisors, LLC held 12,011 ASML 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 12,011 shares
    Change vs previous 13F +5,052 shares

    0.09% of the 13F portfolio, value $23,895,824.

    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 6,959 shares
    Change vs previous 13F -619 shares

    0.05% of the 13F portfolio, value $9,191,892.

    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 7,578 shares
    Change vs previous 13F +4,872 shares

    0.04% of the 13F portfolio, value $8,107,044.

    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 2,706 shares
    Change vs previous 13F +392 shares

    0.01% of the 13F portfolio, value $2,168,367.

    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 2,314 shares
    Change vs previous 13F +425 shares

    0.01% of the 13F portfolio, value $1,533,326.

    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 1,889 shares
    Change vs previous 13F -374 shares

    0.01% of the 13F portfolio, value $1,309,282.

    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 2,263 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,885,924.

    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).