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EP Wealth Advisors, LLC: DON position timeline

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

EP Wealth Advisors, LLC held 60,561 DON 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 60,561 shares
    Change vs previous 13F +32,201 shares

    0.01% of the 13F portfolio, value $3,422,907.

    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 28,360 shares
    Change vs previous 13F +1,781 shares

    0.01% of the 13F portfolio, value $1,490,018.

    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 26,579 shares
    Change vs previous 13F -1,941 shares

    0.01% of the 13F portfolio, value $1,371,455.

    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 28,520 shares
    Change vs previous 13F +20 shares

    0.01% of the 13F portfolio, value $1,429,424.

    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 28,500 shares
    Change vs previous 13F -3,498 shares

    0.01% of the 13F portfolio, value $1,411,314.

    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 31,998 shares
    Change vs previous 13F +1,348 shares

    0.01% of the 13F portfolio, value $1,630,943.

    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 30,650 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,567,158.

    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).