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EP Wealth Advisors, LLC: EFV position timeline

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

EP Wealth Advisors, LLC held 491,391 EFV 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 491,391 shares
    Change vs previous 13F -1,263 shares

    0.14% of the 13F portfolio, value $37,615,982.

    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 492,654 shares
    Change vs previous 13F -19,578 shares

    0.18% of the 13F portfolio, value $36,628,793.

    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 512,232 shares
    Change vs previous 13F -117,848 shares

    0.19% of the 13F portfolio, value $36,578,515.

    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 630,080 shares
    Change vs previous 13F +124,583 shares

    0.26% of the 13F portfolio, value $39,997,454.

    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 505,497 shares
    Change vs previous 13F -63,259 shares

    0.24% of the 13F portfolio, value $29,794,022.

    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 568,756 shares
    Change vs previous 13F -401,677 shares

    0.24% of the 13F portfolio, value $29,842,633.

    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 970,433 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $55,829,003.

    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).