Skip to content
Disclosery

EP Wealth Advisors, LLC: ESML position timeline

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

EP Wealth Advisors, LLC held 253,060 ESML 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 253,060 shares
    Change vs previous 13F +29,177 shares

    0.05% of the 13F portfolio, value $14,153,644.

    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 223,883 shares
    Change vs previous 13F -6,004 shares

    0.05% of the 13F portfolio, value $10,526,964.

    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 229,887 shares
    Change vs previous 13F +20,134 shares

    0.05% of the 13F portfolio, value $10,570,191.

    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 209,753 shares
    Change vs previous 13F +4,635 shares

    0.06% of the 13F portfolio, value $8,669,090.

    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 205,118 shares
    Change vs previous 13F -2,729 shares

    0.06% of the 13F portfolio, value $7,878,587.

    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 207,847 shares
    Change vs previous 13F +26,963 shares

    0.07% of the 13F portfolio, value $8,739,981.

    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 180,884 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,564,541.

    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).