EP Wealth Advisors, LLC: DDOG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on DDOG, newest first. How the timeline and the estimate are built.
EP Wealth Advisors, LLC held 2,792 DDOG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 2,792 sharesChange vs previous 13F +2,792 shares
<0.01% of the 13F portfolio, value $726,934.
13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -2,588 shares
13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 2,588 sharesChange vs previous 13F -215 shares
<0.01% of the 13F portfolio, value $369,799.
13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,803 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $322,513.
13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).