Skip to content
Disclosery

EP Wealth Advisors, LLC: EXEL position timeline

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

EP Wealth Advisors, LLC held 23,865 EXEL 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 23,865 shares
    Change vs previous 13F +2,041 shares

    <0.01% of the 13F portfolio, value $1,298,471.

    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 21,824 shares
    Change vs previous 13F -1,055 shares

    <0.01% of the 13F portfolio, value $936,031.

    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 22,879 shares
    Change vs previous 13F +3,525 shares

    0.01% of the 13F portfolio, value $1,002,786.

    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 19,354 shares
    Change vs previous 13F -410 shares

    0.01% of the 13F portfolio, value $853,027.

    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 19,764 shares
    Change vs previous 13F +6,570 shares

    0.01% of the 13F portfolio, value $729,687.

    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 13,194 shares
    Change vs previous 13F +1,390 shares

    <0.01% of the 13F portfolio, value $439,360.

    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 11,804 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $306,314.

    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).