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EP Wealth Advisors, LLC: ESGD position timeline

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

EP Wealth Advisors, LLC held 656,526 ESGD 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 656,526 shares
    Change vs previous 13F +37,479 shares

    0.26% of the 13F portfolio, value $67,497,480.

    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 619,047 shares
    Change vs previous 13F -1,854 shares

    0.29% of the 13F portfolio, value $59,193,320.

    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 620,901 shares
    Change vs previous 13F +52,727 shares

    0.31% of the 13F portfolio, value $59,041,457.

    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 568,174 shares
    Change vs previous 13F +16,654 shares

    0.33% of the 13F portfolio, value $50,692,459.

    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 551,520 shares
    Change vs previous 13F -2,242 shares

    0.36% of the 13F portfolio, value $45,053,693.

    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 553,762 shares
    Change vs previous 13F +38,595 shares

    0.34% of the 13F portfolio, value $42,163,463.

    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 515,167 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $43,361,641.

    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).