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EP Wealth Advisors, LLC: DFAT position timeline

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

EP Wealth Advisors, LLC held 4,751,916 DFAT 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 4,751,916 shares
    Change vs previous 13F +450,901 shares

    1.27% of the 13F portfolio, value $332,158,920.

    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 4,301,015 shares
    Change vs previous 13F +117,544 shares

    1.32% of the 13F portfolio, value $268,598,417.

    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 4,183,471 shares
    Change vs previous 13F +913,351 shares

    1.29% of the 13F portfolio, value $249,083,877.

    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 3,270,120 shares
    Change vs previous 13F +253,917 shares

    1.16% of the 13F portfolio, value $176,455,652.

    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 3,016,203 shares
    Change vs previous 13F +784,895 shares

    1.24% of the 13F portfolio, value $155,304,288.

    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 2,231,308 shares
    Change vs previous 13F +382,653 shares

    1.01% of the 13F portfolio, value $124,194,583.

    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 1,848,655 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $102,840,688.

    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).