Skip to content
Disclosery

EP Wealth Advisors, LLC: DFUS position timeline

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

EP Wealth Advisors, LLC held 39,931 DFUS 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 39,931 shares
    Change vs previous 13F +4,524 shares

    0.01% of the 13F portfolio, value $3,271,980.

    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 35,407 shares
    Change vs previous 13F +3,311 shares

    0.01% of the 13F portfolio, value $2,510,738.

    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 32,096 shares
    Change vs previous 13F -1,346 shares

    0.01% of the 13F portfolio, value $2,380,530.

    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 33,442 shares
    Change vs previous 13F -24,987 shares

    0.01% of the 13F portfolio, value $2,241,278.

    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 58,429 shares
    Change vs previous 13F -6,910 shares

    0.03% of the 13F portfolio, value $3,533,814.

    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 65,339 shares
    Change vs previous 13F +37,362 shares

    0.03% of the 13F portfolio, value $4,165,366.

    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 27,977 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,740,200.

    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).