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EP Wealth Advisors, LLC: DFEV position timeline

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

EP Wealth Advisors, LLC held 341,314 DFEV 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 341,314 shares
    Change vs previous 13F +325,319 shares

    0.06% of the 13F portfolio, value $14,562,879.

    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 15,995 shares
    Change vs previous 13F -738 shares

    <0.01% of the 13F portfolio, value $572,319.

    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 16,733 shares
    Change vs previous 13F -3,157 shares

    <0.01% of the 13F portfolio, value $564,588.

    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 19,890 shares
    Change vs previous 13F -25,620 shares

    <0.01% of the 13F portfolio, value $596,487.

    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 45,510 shares
    Change vs previous 13F -49,219 shares

    0.01% of the 13F portfolio, value $1,231,032.

    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 94,729 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,482,834.

    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).