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EP Wealth Advisors, LLC: DFAE position timeline

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

EP Wealth Advisors, LLC held 500,328 DFAE 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 500,328 shares
    Change vs previous 13F +55 shares

    0.08% of the 13F portfolio, value $20,118,177.

    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 500,273 shares
    Change vs previous 13F -6,709 shares

    0.08% of the 13F portfolio, value $16,939,248.

    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 506,982 shares
    Change vs previous 13F +212,135 shares

    0.09% of the 13F portfolio, value $16,512,417.

    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 294,847 shares
    Change vs previous 13F -64,862 shares

    0.06% of the 13F portfolio, value $8,535,822.

    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 359,709 shares
    Change vs previous 13F -141,511 shares

    0.07% of the 13F portfolio, value $9,312,858.

    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 501,220 shares
    Change vs previous 13F -545,150 shares

    0.1% of the 13F portfolio, value $12,715,952.

    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 1,046,370 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $28,680,999.

    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).