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EP Wealth Advisors, LLC: DFIV position timeline

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

EP Wealth Advisors, LLC held 9,199,022 DFIV 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 9,199,022 shares
    Change vs previous 13F +1,972,267 shares

    1.9% of the 13F portfolio, value $496,931,165.

    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 7,226,755 shares
    Change vs previous 13F +1,127,902 shares

    1.88% of the 13F portfolio, value $381,428,111.

    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 6,098,853 shares
    Change vs previous 13F +2,537,289 shares

    1.58% of the 13F portfolio, value $304,332,759.

    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 3,561,564 shares
    Change vs previous 13F +554,381 shares

    1% of the 13F portfolio, value $152,541,788.

    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 3,007,183 shares
    Change vs previous 13F +341,926 shares

    0.95% of the 13F portfolio, value $118,362,736.

    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 2,665,257 shares
    Change vs previous 13F +564,915 shares

    0.77% of the 13F portfolio, value $94,563,309.

    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 2,100,342 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $79,981,004.

    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).