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EP Wealth Advisors, LLC: COMP position timeline

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

EP Wealth Advisors, LLC held 24,344 COMP 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 24,344 shares
    Change vs previous 13F -484 shares

    <0.01% of the 13F portfolio, value $300,162.

    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 24,828 shares
    Change vs previous 13F +3,080 shares

    <0.01% of the 13F portfolio, value $181,493.

    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 21,748 shares
    Change vs previous 13F +477 shares

    <0.01% of the 13F portfolio, value $229,876.

    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 21,271 shares
    Change vs previous 13F +621 shares

    <0.01% of the 13F portfolio, value $133,582.

    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 20,650 shares
    Change vs previous 13F +10,650 shares

    <0.01% of the 13F portfolio, value $180,275.

    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 10,000 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $58,500.

    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).