Skip to content
Disclosery

EP Wealth Advisors, LLC: BLCV position timeline

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

EP Wealth Advisors, LLC held 5,033,084 BLCV 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 5,033,084 shares
    Change vs previous 13F -141,476 shares

    0.79% of the 13F portfolio, value $207,916,688.

    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 5,174,560 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $186,880,283.

    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).