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EP Wealth Advisors, LLC: BSX position timeline

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

EP Wealth Advisors, LLC held 40,819 BSX 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 40,819 shares
    Change vs previous 13F +16,062 shares

    0.01% of the 13F portfolio, value $1,742,165.

    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 24,757 shares
    Change vs previous 13F -3,982 shares

    0.01% of the 13F portfolio, value $1,553,519.

    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 28,739 shares
    Change vs previous 13F -6,407 shares

    0.01% of the 13F portfolio, value $2,740,295.

    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 35,146 shares
    Change vs previous 13F -457 shares

    0.02% of the 13F portfolio, value $3,775,063.

    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 35,603 shares
    Change vs previous 13F +16,149 shares

    0.03% of the 13F portfolio, value $3,591,671.

    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 19,454 shares
    Change vs previous 13F +3,513 shares

    0.01% of the 13F portfolio, value $1,737,660.

    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 15,941 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,335,871.

    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).