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EP Wealth Advisors, LLC: COST position timeline

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

EP Wealth Advisors, LLC held 155,825 COST 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 155,825 shares
    Change vs previous 13F +7,517 shares

    0.56% of the 13F portfolio, value $145,769,721.

    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 148,308 shares
    Change vs previous 13F -1,476 shares

    0.73% of the 13F portfolio, value $147,778,978.

    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 149,784 shares
    Change vs previous 13F +3,767 shares

    0.67% of the 13F portfolio, value $129,164,612.

    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 146,017 shares
    Change vs previous 13F +6,379 shares

    0.95% of the 13F portfolio, value $144,547,688.

    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 139,638 shares
    Change vs previous 13F +3,096 shares

    1.06% of the 13F portfolio, value $132,066,395.

    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 136,542 shares
    Change vs previous 13F -2,881 shares

    1.02% of the 13F portfolio, value $125,109,389.

    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 139,423 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $123,600,995.

    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).