Skip to content
Disclosery

EP Wealth Advisors, LLC: ET position timeline

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

EP Wealth Advisors, LLC held 139,116 ET 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 139,116 shares
    Change vs previous 13F +58,153 shares

    0.01% of the 13F portfolio, value $2,659,895.

    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 80,963 shares
    Change vs previous 13F -58,922 shares

    0.01% of the 13F portfolio, value $1,562,585.

    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 139,885 shares
    Change vs previous 13F +80,348 shares

    0.01% of the 13F portfolio, value $2,306,712.

    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 59,537 shares
    Change vs previous 13F +7,252 shares

    0.01% of the 13F portfolio, value $1,079,414.

    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 52,285 shares
    Change vs previous 13F -1,041 shares

    0.01% of the 13F portfolio, value $971,969.

    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 53,326 shares
    Change vs previous 13F -8,167 shares

    0.01% of the 13F portfolio, value $1,044,656.

    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 61,493 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $986,959.

    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).