Skip to content
Disclosery

EP Wealth Advisors, LLC: BNY position timeline

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

EP Wealth Advisors, LLC held 13,650 BNY 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 13,650 shares
    Change vs previous 13F +5,176 shares

    0.01% of the 13F portfolio, value $1,973,887.

    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 8,474 shares
    Change vs previous 13F -943 shares

    <0.01% of the 13F portfolio, value $1,005,238.

    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 9,417 shares
    Change vs previous 13F -109 shares

    0.01% of the 13F portfolio, value $1,093,266.

    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 9,526 shares
    Change vs previous 13F +2,865 shares

    0.01% of the 13F portfolio, value $867,949.

    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 6,661 shares
    Change vs previous 13F +102 shares

    <0.01% of the 13F portfolio, value $558,696.

    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 6,559 shares
    Change vs previous 13F +1,622 shares

    <0.01% of the 13F portfolio, value $503,959.

    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 4,937 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $354,737.

    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).