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EP Wealth Advisors, LLC: DHR position timeline

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

EP Wealth Advisors, LLC held 19,985 DHR 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 19,985 shares
    Change vs previous 13F -19,784 shares

    0.01% of the 13F portfolio, value $3,806,791.

    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 39,769 shares
    Change vs previous 13F -4,501 shares

    0.04% of the 13F portfolio, value $7,540,228.

    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 44,270 shares
    Change vs previous 13F -7,703 shares

    0.05% of the 13F portfolio, value $10,134,223.

    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 51,973 shares
    Change vs previous 13F +24,482 shares

    0.07% of the 13F portfolio, value $10,266,766.

    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 27,491 shares
    Change vs previous 13F +216 shares

    0.05% of the 13F portfolio, value $5,635,699.

    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 27,275 shares
    Change vs previous 13F +210 shares

    0.05% of the 13F portfolio, value $6,261,002.

    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 27,065 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,524,638.

    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).