Skip to content
Disclosery

EP Wealth Advisors, LLC: DVN position timeline

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

EP Wealth Advisors, LLC held 47,836 DVN 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 47,836 shares
    Change vs previous 13F +22,891 shares

    0.01% of the 13F portfolio, value $1,976,567.

    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 24,945 shares
    Change vs previous 13F -2,878 shares

    0.01% of the 13F portfolio, value $1,255,240.

    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 27,823 shares
    Change vs previous 13F +1,965 shares

    0.01% of the 13F portfolio, value $1,019,160.

    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 25,858 shares
    Change vs previous 13F -7,023 shares

    0.01% of the 13F portfolio, value $822,551.

    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 32,881 shares
    Change vs previous 13F +9,921 shares

    0.01% of the 13F portfolio, value $1,229,752.

    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 22,960 shares
    Change vs previous 13F +824 shares

    0.01% of the 13F portfolio, value $751,479.

    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 22,136 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $865,971.

    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).