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EP Wealth Advisors, LLC: DFIC position timeline

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

EP Wealth Advisors, LLC held 680,849 DFIC 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 680,849 shares
    Change vs previous 13F +12,067 shares

    0.1% of the 13F portfolio, value $25,368,444.

    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 668,782 shares
    Change vs previous 13F -4,878 shares

    0.12% of the 13F portfolio, value $23,761,813.

    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 673,660 shares
    Change vs previous 13F -202,409 shares

    0.12% of the 13F portfolio, value $23,214,334.

    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 876,069 shares
    Change vs previous 13F +15,409 shares

    0.18% of the 13F portfolio, value $27,236,989.

    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 860,660 shares
    Change vs previous 13F +749,724 shares

    0.19% of the 13F portfolio, value $23,900,514.

    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 110,936 shares
    Change vs previous 13F +99,171 shares

    0.02% of the 13F portfolio, value $2,867,141.

    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 11,765 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $331,069.

    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).