Skip to content
Disclosery

EP Wealth Advisors, LLC: CTRE position timeline

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

EP Wealth Advisors, LLC held 7,398 CTRE 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 7,398 shares
    Change vs previous 13F -1,262 shares

    <0.01% of the 13F portfolio, value $298,509.

    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 8,660 shares
    Change vs previous 13F -2,439 shares

    <0.01% of the 13F portfolio, value $317,389.

    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 11,099 shares
    Change vs previous 13F -2,340 shares

    <0.01% of the 13F portfolio, value $401,340.

    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 13,439 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $411,233.

    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).