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EP Wealth Advisors, LLC: DFLV position timeline

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

EP Wealth Advisors, LLC held 2,732,777 DFLV 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 2,732,777 shares
    Change vs previous 13F -60,930 shares

    0.41% of the 13F portfolio, value $108,053,989.

    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 2,793,707 shares
    Change vs previous 13F -333,165 shares

    0.49% of the 13F portfolio, value $99,763,289.

    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 3,126,872 shares
    Change vs previous 13F -4,662,662 shares

    0.56% of the 13F portfolio, value $106,970,304.

    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 7,789,534 shares
    Change vs previous 13F +1,316,406 shares

    1.59% of the 13F portfolio, value $241,631,337.

    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 6,473,128 shares
    Change vs previous 13F +1,400,997 shares

    1.58% of the 13F portfolio, value $197,883,518.

    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 5,072,131 shares
    Change vs previous 13F +1,609,219 shares

    1.24% of the 13F portfolio, value $152,316,103.

    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 3,462,912 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $106,692,338.

    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).