Skip to content
Disclosery

EP Wealth Advisors, LLC: ESGE position timeline

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

EP Wealth Advisors, LLC held 39,567 ESGE 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 39,567 shares
    Change vs previous 13F +20,976 shares

    0.01% of the 13F portfolio, value $2,163,895.

    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 18,591 shares
    Change vs previous 13F +298 shares

    <0.01% of the 13F portfolio, value $845,330.

    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 18,293 shares
    Change vs previous 13F -3,479 shares

    <0.01% of the 13F portfolio, value $807,999.

    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 21,772 shares
    Change vs previous 13F -16,294 shares

    0.01% of the 13F portfolio, value $852,807.

    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 38,066 shares
    Change vs previous 13F -8,038 shares

    0.01% of the 13F portfolio, value $1,330,400.

    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 46,104 shares
    Change vs previous 13F -28,988 shares

    0.01% of the 13F portfolio, value $1,539,407.

    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 75,092 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,734,091.

    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).