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EP Wealth Advisors, LLC: CL position timeline

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

EP Wealth Advisors, LLC held 427,686 CL 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 427,686 shares
    Change vs previous 13F +69,195 shares

    0.15% of the 13F portfolio, value $39,210,289.

    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 358,491 shares
    Change vs previous 13F +47,022 shares

    0.15% of the 13F portfolio, value $30,554,176.

    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 311,469 shares
    Change vs previous 13F +266,159 shares

    0.13% of the 13F portfolio, value $24,612,318.

    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 45,310 shares
    Change vs previous 13F +802 shares

    0.03% of the 13F portfolio, value $4,118,703.

    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 44,508 shares
    Change vs previous 13F -1,022 shares

    0.03% of the 13F portfolio, value $4,170,434.

    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 45,530 shares
    Change vs previous 13F -12 shares

    0.03% of the 13F portfolio, value $4,139,154.

    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 45,542 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,727,714.

    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).