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EP Wealth Advisors, LLC: CRM position timeline

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

EP Wealth Advisors, LLC held 133,602 CRM 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 133,602 shares
    Change vs previous 13F +17,309 shares

    0.08% of the 13F portfolio, value $20,930,081.

    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 116,293 shares
    Change vs previous 13F -1,414 shares

    0.11% of the 13F portfolio, value $21,708,505.

    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 117,707 shares
    Change vs previous 13F +8,905 shares

    0.16% of the 13F portfolio, value $31,181,785.

    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 108,802 shares
    Change vs previous 13F +1,021 shares

    0.19% of the 13F portfolio, value $29,669,194.

    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 107,781 shares
    Change vs previous 13F +2,882 shares

    0.23% of the 13F portfolio, value $28,923,991.

    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 104,899 shares
    Change vs previous 13F +2,506 shares

    0.29% of the 13F portfolio, value $35,070,723.

    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 102,393 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $28,025,861.

    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).