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EP Wealth Advisors, LLC: AVGO position timeline

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

EP Wealth Advisors, LLC held 883,315 AVGO 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 883,315 shares
    Change vs previous 13F +71,642 shares

    1.28% of the 13F portfolio, value $333,672,187.

    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 811,673 shares
    Change vs previous 13F -44,730 shares

    1.24% of the 13F portfolio, value $251,221,064.

    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 856,403 shares
    Change vs previous 13F -41,844 shares

    1.54% of the 13F portfolio, value $296,401,160.

    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 898,247 shares
    Change vs previous 13F +18,712 shares

    1.63% of the 13F portfolio, value $247,601,707.

    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 879,535 shares
    Change vs previous 13F -22,757 shares

    1.18% of the 13F portfolio, value $147,260,563.

    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 902,292 shares
    Change vs previous 13F -48,826 shares

    1.71% of the 13F portfolio, value $209,187,367.

    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 951,118 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $164,067,804.

    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).