Skip to content
Disclosery

EP Wealth Advisors, LLC: AVSD position timeline

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

EP Wealth Advisors, LLC held 67,017 AVSD 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 67,017 shares
    Change vs previous 13F +13,861 shares

    0.02% of the 13F portfolio, value $5,353,642.

    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 53,156 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,914,745.

    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).