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EP Wealth Advisors, LLC: EMO position timeline

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

EP Wealth Advisors, LLC held 297,457 EMO 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 297,457 shares
    Change vs previous 13F -6,296 shares

    0.06% of the 13F portfolio, value $14,902,609.

    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 303,753 shares
    Change vs previous 13F -1,674 shares

    0.08% of the 13F portfolio, value $16,044,233.

    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 305,427 shares
    Change vs previous 13F +12,019 shares

    0.07% of the 13F portfolio, value $13,637,316.

    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 293,408 shares
    Change vs previous 13F -13,172 shares

    0.09% of the 13F portfolio, value $14,074,782.

    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 306,580 shares
    Change vs previous 13F -1,063 shares

    0.12% of the 13F portfolio, value $15,212,500.

    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 307,643 shares
    Change vs previous 13F -987 shares

    0.12% of the 13F portfolio, value $14,317,705.

    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 308,630 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $13,024,186.

    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).