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EP Wealth Advisors, LLC: BOC position timeline

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

EP Wealth Advisors, LLC held 240,044 BOC shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 240,044 shares
    Change vs previous 13F -36,624 shares

    0.02% of the 13F portfolio, value $3,370,218.

    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).

  2. period ended2025-03-31
    13F 276,668 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,033,819.

    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).