Skip to content
Disclosery

EP Wealth Advisors, LLC: EEM position timeline

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

EP Wealth Advisors, LLC held 146,997 EEM 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 146,997 shares
    Change vs previous 13F +4,893 shares

    0.04% of the 13F portfolio, value $10,056,040.

    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 142,104 shares
    Change vs previous 13F +3,823 shares

    0.04% of the 13F portfolio, value $8,070,069.

    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 138,281 shares
    Change vs previous 13F -6,142 shares

    0.04% of the 13F portfolio, value $7,565,337.

    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 144,423 shares
    Change vs previous 13F +2,599 shares

    0.05% of the 13F portfolio, value $6,966,978.

    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 141,824 shares
    Change vs previous 13F -2,783 shares

    0.05% of the 13F portfolio, value $6,197,721.

    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 144,607 shares
    Change vs previous 13F +24 shares

    0.05% of the 13F portfolio, value $6,047,453.

    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 144,583 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,630,582.

    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).