Skip to content
Disclosery

EP Wealth Advisors, LLC: CNO position timeline

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

EP Wealth Advisors, LLC held 12,406 CNO 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 12,406 shares
    Change vs previous 13F +598 shares

    <0.01% of the 13F portfolio, value $632,450.

    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 11,808 shares
    Change vs previous 13F -1,429 shares

    <0.01% of the 13F portfolio, value $484,822.

    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 13,237 shares
    Change vs previous 13F +1,066 shares

    <0.01% of the 13F portfolio, value $562,190.

    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 12,171 shares
    Change vs previous 13F -176 shares

    <0.01% of the 13F portfolio, value $469,571.

    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 12,347 shares
    Change vs previous 13F +892 shares

    <0.01% of the 13F portfolio, value $514,242.

    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 11,455 shares
    Change vs previous 13F -441 shares

    <0.01% of the 13F portfolio, value $426,241.

    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 11,896 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $417,550.

    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).