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EP Wealth Advisors, LLC: EQWL position timeline

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

EP Wealth Advisors, LLC held 157,623 EQWL 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 157,623 shares
    Change vs previous 13F +142,331 shares

    0.08% of the 13F portfolio, value $20,336,548.

    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 15,292 shares
    Change vs previous 13F +12,866 shares

    0.01% of the 13F portfolio, value $1,762,260.

    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 2,426 shares
    Change vs previous 13F -1,699 shares

    <0.01% of the 13F portfolio, value $286,656.

    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 4,125 shares
    Change vs previous 13F +2,630 shares

    <0.01% of the 13F portfolio, value $453,626.

    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 1,495 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $154,120.

    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 1,495 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $152,909.

    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 1,495 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $152,968.

    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).