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EP Wealth Advisors, LLC: DFUV position timeline

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

EP Wealth Advisors, LLC held 253,956 DFUV 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 253,956 shares
    Change vs previous 13F +12,857 shares

    0.05% of the 13F portfolio, value $13,970,098.

    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 241,099 shares
    Change vs previous 13F -18,682 shares

    0.06% of the 13F portfolio, value $11,683,652.

    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 259,781 shares
    Change vs previous 13F -28,331 shares

    0.06% of the 13F portfolio, value $12,103,210.

    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 288,112 shares
    Change vs previous 13F +43,256 shares

    0.08% of the 13F portfolio, value $12,181,374.

    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 244,856 shares
    Change vs previous 13F -10,449 shares

    0.08% of the 13F portfolio, value $10,090,510.

    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 255,305 shares
    Change vs previous 13F -12,812 shares

    0.09% of the 13F portfolio, value $10,447,086.

    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 268,117 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,177,798.

    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).