Skip to content
Disclosery

EP Wealth Advisors, LLC: EMB position timeline

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

EP Wealth Advisors, LLC held 16,537 EMB 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 16,537 shares
    Change vs previous 13F -271 shares

    0.01% of the 13F portfolio, value $1,594,818.

    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 16,808 shares
    Change vs previous 13F +133 shares

    0.01% of the 13F portfolio, value $1,578,734.

    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 16,675 shares
    Change vs previous 13F +4,174 shares

    0.01% of the 13F portfolio, value $1,605,509.

    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 12,501 shares
    Change vs previous 13F -15,551 shares

    0.01% of the 13F portfolio, value $1,157,819.

    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 28,052 shares
    Change vs previous 13F -19,727 shares

    0.02% of the 13F portfolio, value $2,541,231.

    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 47,779 shares
    Change vs previous 13F +26,665 shares

    0.03% of the 13F portfolio, value $4,254,242.

    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 21,114 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,975,831.

    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).