Skip to content
Disclosery

EP Wealth Advisors, LLC: ES position timeline

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

EP Wealth Advisors, LLC held 28,925 ES 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 28,925 shares
    Change vs previous 13F +4,777 shares

    0.01% of the 13F portfolio, value $2,090,390.

    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 24,148 shares
    Change vs previous 13F +2,313 shares

    0.01% of the 13F portfolio, value $1,672,983.

    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 21,835 shares
    Change vs previous 13F -1,932 shares

    0.01% of the 13F portfolio, value $1,470,180.

    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 23,767 shares
    Change vs previous 13F +2,477 shares

    0.01% of the 13F portfolio, value $1,512,081.

    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 21,290 shares
    Change vs previous 13F -984 shares

    0.01% of the 13F portfolio, value $1,322,305.

    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 22,274 shares
    Change vs previous 13F +5,887 shares

    0.01% of the 13F portfolio, value $1,279,208.

    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 16,387 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,115,149.

    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).