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EP Wealth Advisors, LLC: BLK position timeline

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

EP Wealth Advisors, LLC held 77,619 BLK 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 77,619 shares
    Change vs previous 13F +12,713 shares

    0.29% of the 13F portfolio, value $74,635,129.

    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 64,906 shares
    Change vs previous 13F +689 shares

    0.31% of the 13F portfolio, value $62,421,062.

    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 64,217 shares
    Change vs previous 13F +1,754 shares

    0.36% of the 13F portfolio, value $68,734,461.

    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 62,463 shares
    Change vs previous 13F +1,384 shares

    0.43% of the 13F portfolio, value $65,539,579.

    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 61,079 shares
    Change vs previous 13F +299 shares

    0.46% of the 13F portfolio, value $57,810,196.

    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 60,780 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $62,306,458.

    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).