Skip to content
Disclosery

EP Wealth Advisors, LLC: EFA position timeline

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

EP Wealth Advisors, LLC held 265,803 EFA 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 265,803 shares
    Change vs previous 13F -751 shares

    0.11% of the 13F portfolio, value $27,611,625.

    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 266,554 shares
    Change vs previous 13F -10,403 shares

    0.13% of the 13F portfolio, value $25,890,397.

    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 276,957 shares
    Change vs previous 13F +13,200 shares

    0.14% of the 13F portfolio, value $26,596,195.

    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 263,757 shares
    Change vs previous 13F -5,178 shares

    0.15% of the 13F portfolio, value $23,577,254.

    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 268,935 shares
    Change vs previous 13F -802,201 shares

    0.18% of the 13F portfolio, value $21,980,060.

    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 1,071,136 shares
    Change vs previous 13F +894,597 shares

    0.66% of the 13F portfolio, value $80,988,619.

    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 176,539 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $14,763,920.

    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).