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EP Wealth Advisors, LLC: CMCSA position timeline

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

EP Wealth Advisors, LLC held 76,536 CMCSA 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 76,536 shares
    Change vs previous 13F -15,147 shares

    0.01% of the 13F portfolio, value $1,878,961.

    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 91,683 shares
    Change vs previous 13F -174,348 shares

    0.01% of the 13F portfolio, value $2,632,228.

    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 266,031 shares
    Change vs previous 13F -858,665 shares

    0.04% of the 13F portfolio, value $7,951,673.

    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 1,124,696 shares
    Change vs previous 13F +28,762 shares

    0.26% of the 13F portfolio, value $40,140,402.

    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 1,095,934 shares
    Change vs previous 13F +114,678 shares

    0.32% of the 13F portfolio, value $40,439,952.

    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 981,256 shares
    Change vs previous 13F -7,850 shares

    0.3% of the 13F portfolio, value $36,826,550.

    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 989,106 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $41,314,955.

    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).