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EP Wealth Advisors, LLC: BNDX position timeline

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

EP Wealth Advisors, LLC held 364,167 BNDX 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 364,167 shares
    Change vs previous 13F +122,399 shares

    0.07% of the 13F portfolio, value $17,636,625.

    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 241,768 shares
    Change vs previous 13F -116,838 shares

    0.06% of the 13F portfolio, value $11,616,941.

    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 358,606 shares
    Change vs previous 13F +313,145 shares

    0.09% of the 13F portfolio, value $17,327,842.

    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 45,461 shares
    Change vs previous 13F +35,739 shares

    0.01% of the 13F portfolio, value $2,250,757.

    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 9,722 shares
    Change vs previous 13F -4,752 shares

    <0.01% of the 13F portfolio, value $474,629.

    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 14,474 shares
    Change vs previous 13F -22,081 shares

    0.01% of the 13F portfolio, value $709,942.

    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 36,555 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,837,971.

    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).