Skip to content
Disclosery

EP Wealth Advisors, LLC: CIBR position timeline

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

EP Wealth Advisors, LLC held 9,886 CIBR 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 9,886 shares
    Change vs previous 13F +2,868 shares

    <0.01% of the 13F portfolio, value $888,218.

    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 7,018 shares
    Change vs previous 13F -86 shares

    <0.01% of the 13F portfolio, value $439,891.

    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 7,104 shares
    Change vs previous 13F -1,632 shares

    <0.01% of the 13F portfolio, value $507,579.

    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 8,736 shares
    Change vs previous 13F +4,345 shares

    <0.01% of the 13F portfolio, value $660,287.

    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 4,391 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $276,646.

    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 4,391 shares
    Change vs previous 13F +604 shares

    <0.01% of the 13F portfolio, value $278,622.

    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 3,787 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224,296.

    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).