EP Wealth Advisors, LLC: BRK-B position timeline

EP Wealth Advisors, LLC held 255,949 BRK-B 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 255,949 shares

   Change vs previous 13F +28,305 shares

   0.49% of the 13F portfolio, value $128,074,162.

   13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 227,644 shares

   Change vs previous 13F -10,004 shares

   0.54% of the 13F portfolio, value $109,086,942.

   13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 237,648 shares

   Change vs previous 13F +9,574 shares

   0.62% of the 13F portfolio, value $119,453,944.

   13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
   Filed 2026-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 228,074 shares

   Change vs previous 13F +23,625 shares

   0.73% of the 13F portfolio, value $110,791,630.

   13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 204,449 shares

   Change vs previous 13F not available

   0.87% of the 13F portfolio, value $108,885,336.

   13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).