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EP Wealth Advisors, LLC: DFCF position timeline

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

EP Wealth Advisors, LLC held 351,672 DFCF 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 351,672 shares
    Change vs previous 13F +11,564 shares

    0.06% of the 13F portfolio, value $14,844,095.

    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 340,108 shares
    Change vs previous 13F +334,050 shares

    0.07% of the 13F portfolio, value $14,359,351.

    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 6,058 shares
    Change vs previous 13F +2,685 shares

    <0.01% of the 13F portfolio, value $257,848.

    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 3,373 shares
    Change vs previous 13F -223 shares

    <0.01% of the 13F portfolio, value $142,523.

    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 3,596 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $151,260.

    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).