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EP Wealth Advisors, LLC: DFAS position timeline

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

EP Wealth Advisors, LLC held 676,193 DFAS 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 676,193 shares
    Change vs previous 13F -1,017 shares

    0.21% of the 13F portfolio, value $55,677,735.

    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 677,210 shares
    Change vs previous 13F +367,895 shares

    0.24% of the 13F portfolio, value $48,169,971.

    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 309,315 shares
    Change vs previous 13F -36,960 shares

    0.11% of the 13F portfolio, value $21,549,986.

    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 346,275 shares
    Change vs previous 13F +4,979 shares

    0.14% of the 13F portfolio, value $22,061,203.

    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 341,296 shares
    Change vs previous 13F +131,958 shares

    0.16% of the 13F portfolio, value $20,392,425.

    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 209,338 shares
    Change vs previous 13F -466 shares

    0.11% of the 13F portfolio, value $13,623,729.

    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 209,804 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $13,607,863.

    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).