Skip to content
Disclosery

EP Wealth Advisors, LLC: EPD position timeline

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

EP Wealth Advisors, LLC held 255,531 EPD 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 255,531 shares
    Change vs previous 13F +56,158 shares

    0.04% of the 13F portfolio, value $9,393,320.

    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 199,373 shares
    Change vs previous 13F -24,234 shares

    0.04% of the 13F portfolio, value $7,544,266.

    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 223,607 shares
    Change vs previous 13F +23,637 shares

    0.04% of the 13F portfolio, value $7,168,832.

    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 199,970 shares
    Change vs previous 13F +16,560 shares

    0.04% of the 13F portfolio, value $6,201,062.

    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 183,410 shares
    Change vs previous 13F +766 shares

    0.05% of the 13F portfolio, value $6,261,623.

    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 182,644 shares
    Change vs previous 13F -12,856 shares

    0.05% of the 13F portfolio, value $5,727,719.

    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 195,500 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,691,014.

    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).