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EP Wealth Advisors, LLC: DFSE position timeline

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

EP Wealth Advisors, LLC held 307,473 DFSE 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 307,473 shares
    Change vs previous 13F +235 shares

    0.06% of the 13F portfolio, value $15,029,123.

    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 307,238 shares
    Change vs previous 13F +296,382 shares

    0.06% of the 13F portfolio, value $13,017,589.

    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 10,856 shares
    Change vs previous 13F -5,851 shares

    <0.01% of the 13F portfolio, value $450,307.

    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 16,707 shares
    Change vs previous 13F -4,432 shares

    <0.01% of the 13F portfolio, value $635,862.

    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 21,139 shares
    Change vs previous 13F +1,740 shares

    0.01% of the 13F portfolio, value $711,961.

    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 19,399 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $642,714.

    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).