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EP Wealth Advisors, LLC: BKNG position timeline

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

EP Wealth Advisors, LLC held 40,851 BKNG 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 40,851 shares
    Change vs previous 13F +38,765 shares

    0.03% of the 13F portfolio, value $7,281,214.

    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 2,086 shares
    Change vs previous 13F +614 shares

    0.04% of the 13F portfolio, value $8,783,696.

    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 1,472 shares
    Change vs previous 13F +38 shares

    0.04% of the 13F portfolio, value $7,881,299.

    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 1,434 shares
    Change vs previous 13F +9 shares

    0.05% of the 13F portfolio, value $8,302,847.

    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 1,425 shares
    Change vs previous 13F -12 shares

    0.05% of the 13F portfolio, value $6,565,161.

    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 1,437 shares
    Change vs previous 13F -163 shares

    0.06% of the 13F portfolio, value $7,139,015.

    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 1,600 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,739,284.

    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).