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EP Wealth Advisors, LLC: CMF position timeline

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

EP Wealth Advisors, LLC held 1,691,400 CMF 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 1,691,400 shares
    Change vs previous 13F +510,501 shares

    0.37% of the 13F portfolio, value $97,492,321.

    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 1,180,899 shares
    Change vs previous 13F +9,918 shares

    0.33% of the 13F portfolio, value $67,145,926.

    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 1,170,981 shares
    Change vs previous 13F -24,030 shares

    0.35% of the 13F portfolio, value $67,284,571.

    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 1,195,011 shares
    Change vs previous 13F -79,480 shares

    0.44% of the 13F portfolio, value $66,609,919.

    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 1,274,491 shares
    Change vs previous 13F -148,487 shares

    0.57% of the 13F portfolio, value $71,728,378.

    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 1,422,978 shares
    Change vs previous 13F +113,763 shares

    0.67% of the 13F portfolio, value $81,508,196.

    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 1,309,215 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $76,078,459.

    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).