Skip to content
Disclosery

EP Wealth Advisors, LLC: CGCP position timeline

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

EP Wealth Advisors, LLC held 589,880 CGCP 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 589,880 shares
    Change vs previous 13F +2,193 shares

    0.05% of the 13F portfolio, value $13,148,420.

    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 587,687 shares
    Change vs previous 13F -12,649 shares

    0.06% of the 13F portfolio, value $13,128,923.

    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 600,336 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $13,591,610.

    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).