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EP Wealth Advisors, LLC: DFSV position timeline

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

EP Wealth Advisors, LLC held 1,332,487 DFSV 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 1,332,487 shares
    Change vs previous 13F -87,811 shares

    0.2% of the 13F portfolio, value $51,687,183.

    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 1,420,298 shares
    Change vs previous 13F -117,718 shares

    0.24% of the 13F portfolio, value $49,767,252.

    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 1,538,016 shares
    Change vs previous 13F -365,797 shares

    0.26% of the 13F portfolio, value $50,585,346.

    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 1,903,813 shares
    Change vs previous 13F -124,544 shares

    0.37% of the 13F portfolio, value $56,029,203.

    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 2,028,357 shares
    Change vs previous 13F -123,156 shares

    0.46% of the 13F portfolio, value $57,098,242.

    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 2,151,513 shares
    Change vs previous 13F -188,945 shares

    0.54% of the 13F portfolio, value $66,223,556.

    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 2,340,458 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $72,086,104.

    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).