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EP Wealth Advisors, LLC: AVEM position timeline

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

EP Wealth Advisors, LLC held 331,094 AVEM 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 331,094 shares
    Change vs previous 13F +257,360 shares

    0.12% of the 13F portfolio, value $31,947,218.

    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 73,734 shares
    Change vs previous 13F +1,293 shares

    0.03% of the 13F portfolio, value $5,941,523.

    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 72,441 shares
    Change vs previous 13F +15,377 shares

    0.03% of the 13F portfolio, value $5,579,435.

    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 57,064 shares
    Change vs previous 13F -379 shares

    0.03% of the 13F portfolio, value $3,911,138.

    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 57,443 shares
    Change vs previous 13F -807 shares

    0.03% of the 13F portfolio, value $3,456,316.

    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 58,250 shares
    Change vs previous 13F +2,840 shares

    0.03% of the 13F portfolio, value $3,424,489.

    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 55,410 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,579,489.

    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).