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EP Wealth Advisors, LLC: ENB position timeline

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

EP Wealth Advisors, LLC held 44,804 ENB 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 44,804 shares
    Change vs previous 13F +11,052 shares

    0.01% of the 13F portfolio, value $2,428,818.

    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 33,752 shares
    Change vs previous 13F -1,057 shares

    0.01% of the 13F portfolio, value $1,827,345.

    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 34,809 shares
    Change vs previous 13F +10,604 shares

    0.01% of the 13F portfolio, value $1,664,933.

    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 24,205 shares
    Change vs previous 13F -464 shares

    0.01% of the 13F portfolio, value $1,096,988.

    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 24,669 shares
    Change vs previous 13F -2,730 shares

    0.01% of the 13F portfolio, value $1,093,083.

    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 27,399 shares
    Change vs previous 13F +1,709 shares

    0.01% of the 13F portfolio, value $1,162,540.

    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 25,690 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,043,271.

    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).