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EP Wealth Advisors, LLC: DELL position timeline

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

EP Wealth Advisors, LLC held 119,709 DELL 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 119,709 shares
    Change vs previous 13F +108,275 shares

    0.2% of the 13F portfolio, value $51,649,673.

    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 11,434 shares
    Change vs previous 13F +4,082 shares

    0.01% of the 13F portfolio, value $1,876,722.

    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 7,352 shares
    Change vs previous 13F +2,167 shares

    <0.01% of the 13F portfolio, value $925,447.

    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 5,185 shares
    Change vs previous 13F -1,934 shares

    <0.01% of the 13F portfolio, value $635,661.

    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 7,119 shares
    Change vs previous 13F +591 shares

    0.01% of the 13F portfolio, value $648,925.

    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 6,528 shares
    Change vs previous 13F +952 shares

    0.01% of the 13F portfolio, value $752,294.

    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 5,576 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $661,023.

    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).