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EP Wealth Advisors, LLC: DFEM position timeline

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

EP Wealth Advisors, LLC held 146,226 DFEM 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 146,226 shares
    Change vs previous 13F +9,589 shares

    0.02% of the 13F portfolio, value $5,942,638.

    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 136,637 shares
    Change vs previous 13F -3,433 shares

    0.02% of the 13F portfolio, value $4,720,807.

    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 140,070 shares
    Change vs previous 13F -24,213 shares

    0.02% of the 13F portfolio, value $4,633,530.

    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 164,283 shares
    Change vs previous 13F -45,836 shares

    0.03% of the 13F portfolio, value $4,875,913.

    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 210,119 shares
    Change vs previous 13F +20,683 shares

    0.04% of the 13F portfolio, value $5,559,755.

    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 189,436 shares
    Change vs previous 13F +163,975 shares

    0.04% of the 13F portfolio, value $4,961,333.

    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 25,461 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $716,726.

    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).