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EP Wealth Advisors, LLC: BSCQ position timeline

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

EP Wealth Advisors, LLC held 249,974 BSCQ 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 249,974 shares
    Change vs previous 13F -2,953 shares

    0.02% of the 13F portfolio, value $4,880,742.

    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 252,927 shares
    Change vs previous 13F -7,373 shares

    0.02% of the 13F portfolio, value $4,939,664.

    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 260,300 shares
    Change vs previous 13F -6,438 shares

    0.03% of the 13F portfolio, value $5,095,375.

    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 266,738 shares
    Change vs previous 13F -13,708 shares

    0.03% of the 13F portfolio, value $5,206,726.

    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 280,446 shares
    Change vs previous 13F -4,640 shares

    0.04% of the 13F portfolio, value $5,463,088.

    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 285,086 shares
    Change vs previous 13F +100,370 shares

    0.05% of the 13F portfolio, value $5,539,221.

    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 184,716 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,613,053.

    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).