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EP Wealth Advisors, LLC: BIV position timeline

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

EP Wealth Advisors, LLC held 12,178,869 BIV 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 12,178,869 shares
    Change vs previous 13F +1,938,104 shares

    3.57% of the 13F portfolio, value $934,119,220.

    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 10,240,765 shares
    Change vs previous 13F +1,604,973 shares

    3.89% of the 13F portfolio, value $790,382,227.

    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 8,635,792 shares
    Change vs previous 13F +2,563,829 shares

    3.49% of the 13F portfolio, value $672,555,432.

    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 6,071,963 shares
    Change vs previous 13F +677,443 shares

    3.09% of the 13F portfolio, value $469,605,592.

    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 5,394,520 shares
    Change vs previous 13F +819,212 shares

    3.3% of the 13F portfolio, value $413,058,406.

    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 4,575,308 shares
    Change vs previous 13F +1,537,319 shares

    2.79% of the 13F portfolio, value $341,912,751.

    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 3,037,989 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $238,087,175.

    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).