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Disclosery

EP Wealth Advisors, LLC: EMTL position timeline

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

EP Wealth Advisors, LLC held 91,752 EMTL 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 91,752 shares
    Change vs previous 13F -1,820 shares

    0.01% of the 13F portfolio, value $3,918,152.

    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 93,572 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,982,470.

    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).