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EP Wealth Advisors, LLC: CVIE position timeline

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

EP Wealth Advisors, LLC held 171,263 CVIE 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 171,263 shares
    Change vs previous 13F +204 shares

    0.06% of the 13F portfolio, value $14,559,552.

    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 171,059 shares
    Change vs previous 13F +134,942 shares

    0.06% of the 13F portfolio, value $12,434,282.

    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 36,117 shares
    Change vs previous 13F -4,089 shares

    0.01% of the 13F portfolio, value $2,575,113.

    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 40,206 shares
    Change vs previous 13F -7,663 shares

    0.02% of the 13F portfolio, value $2,617,364.

    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 47,869 shares
    Change vs previous 13F -4,638 shares

    0.02% of the 13F portfolio, value $2,771,434.

    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 52,507 shares
    Change vs previous 13F -26,778 shares

    0.02% of the 13F portfolio, value $2,897,007.

    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 79,285 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,749,811.

    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).