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EP Wealth Advisors, LLC: ECL position timeline

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

EP Wealth Advisors, LLC held 46,202 ECL 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 46,202 shares
    Change vs previous 13F -1,020 shares

    0.05% of the 13F portfolio, value $12,872,446.

    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 47,222 shares
    Change vs previous 13F -1,290 shares

    0.06% of the 13F portfolio, value $12,562,111.

    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 48,512 shares
    Change vs previous 13F +2,338 shares

    0.07% of the 13F portfolio, value $12,735,433.

    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 46,174 shares
    Change vs previous 13F +32,330 shares

    0.08% of the 13F portfolio, value $12,441,193.

    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 13,844 shares
    Change vs previous 13F -76 shares

    0.03% of the 13F portfolio, value $3,509,784.

    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 13,920 shares
    Change vs previous 13F +812 shares

    0.03% of the 13F portfolio, value $3,261,775.

    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 13,108 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,346,901.

    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).