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EP Wealth Advisors, LLC: BIL position timeline

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

EP Wealth Advisors, LLC held 462,954 BIL 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 462,954 shares
    Change vs previous 13F +59,953 shares

    0.16% of the 13F portfolio, value $42,425,124.

    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 403,001 shares
    Change vs previous 13F -117,939 shares

    0.18% of the 13F portfolio, value $36,930,985.

    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 520,940 shares
    Change vs previous 13F +60,005 shares

    0.25% of the 13F portfolio, value $47,603,475.

    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 460,935 shares
    Change vs previous 13F -109,487 shares

    0.28% of the 13F portfolio, value $42,281,563.

    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 570,422 shares
    Change vs previous 13F -1,598 shares

    0.42% of the 13F portfolio, value $52,324,850.

    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 572,020 shares
    Change vs previous 13F -11,745 shares

    0.43% of the 13F portfolio, value $52,299,765.

    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 583,765 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $53,595,466.

    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).