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EP Wealth Advisors, LLC: DFAC position timeline

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

EP Wealth Advisors, LLC held 1,353,841 DFAC 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 1,353,841 shares
    Change vs previous 13F -14,195 shares

    0.23% of the 13F portfolio, value $60,056,387.

    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 1,368,036 shares
    Change vs previous 13F -7,489 shares

    0.26% of the 13F portfolio, value $53,161,896.

    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 1,375,525 shares
    Change vs previous 13F +75,805 shares

    0.28% of the 13F portfolio, value $54,457,018.

    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 1,299,720 shares
    Change vs previous 13F -169,494 shares

    0.31% of the 13F portfolio, value $46,581,962.

    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 1,469,214 shares
    Change vs previous 13F +286,187 shares

    0.39% of the 13F portfolio, value $48,469,371.

    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 1,183,027 shares
    Change vs previous 13F +206,240 shares

    0.33% of the 13F portfolio, value $40,920,888.

    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 976,787 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $33,494,009.

    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).