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EP Wealth Advisors, LLC: AVDV position timeline

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

EP Wealth Advisors, LLC held 530,912 AVDV 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 530,912 shares
    Change vs previous 13F -1,213 shares

    0.21% of the 13F portfolio, value $54,710,497.

    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 532,125 shares
    Change vs previous 13F +505,991 shares

    0.26% of the 13F portfolio, value $53,137,956.

    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 26,134 shares
    Change vs previous 13F +876 shares

    0.01% of the 13F portfolio, value $2,455,844.

    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 25,258 shares
    Change vs previous 13F -140 shares

    0.01% of the 13F portfolio, value $2,002,474.

    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 25,398 shares
    Change vs previous 13F -391 shares

    0.01% of the 13F portfolio, value $1,771,287.

    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 25,789 shares
    Change vs previous 13F -316 shares

    0.01% of the 13F portfolio, value $1,678,376.

    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 26,105 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,844,871.

    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).