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EP Wealth Advisors, LLC: DFAX position timeline

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

EP Wealth Advisors, LLC held 470,989 DFAX 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 470,989 shares
    Change vs previous 13F -2,935 shares

    0.07% of the 13F portfolio, value $17,351,251.

    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 473,924 shares
    Change vs previous 13F -1,483 shares

    0.08% of the 13F portfolio, value $16,099,202.

    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 475,407 shares
    Change vs previous 13F +60,683 shares

    0.08% of the 13F portfolio, value $15,560,073.

    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 414,724 shares
    Change vs previous 13F -136,755 shares

    0.08% of the 13F portfolio, value $12,180,458.

    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 551,479 shares
    Change vs previous 13F -70,076 shares

    0.12% of the 13F portfolio, value $14,448,749.

    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 621,555 shares
    Change vs previous 13F +259,257 shares

    0.13% of the 13F portfolio, value $15,451,850.

    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 362,298 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $9,785,656.

    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).