Skip to content
Disclosery

EP Wealth Advisors, LLC: EW position timeline

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

EP Wealth Advisors, LLC held 37,702 EW 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 37,702 shares
    Change vs previous 13F -1,536 shares

    0.01% of the 13F portfolio, value $3,410,496.

    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 39,238 shares
    Change vs previous 13F -5,140 shares

    0.02% of the 13F portfolio, value $3,142,156.

    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 44,378 shares
    Change vs previous 13F +302 shares

    0.02% of the 13F portfolio, value $3,783,233.

    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 44,076 shares
    Change vs previous 13F +14,002 shares

    0.02% of the 13F portfolio, value $3,447,165.

    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 30,074 shares
    Change vs previous 13F -469 shares

    0.02% of the 13F portfolio, value $2,179,786.

    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 30,543 shares
    Change vs previous 13F +10,283 shares

    0.02% of the 13F portfolio, value $2,261,098.

    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 20,260 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,336,957.

    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).