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EP Wealth Advisors, LLC: F position timeline

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

EP Wealth Advisors, LLC held 173,791 F 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 173,791 shares
    Change vs previous 13F +59,813 shares

    0.01% of the 13F portfolio, value $2,415,689.

    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 113,978 shares
    Change vs previous 13F +19,456 shares

    0.01% of the 13F portfolio, value $1,315,304.

    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 94,522 shares
    Change vs previous 13F +25,788 shares

    0.01% of the 13F portfolio, value $1,240,133.

    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 68,734 shares
    Change vs previous 13F +11,337 shares

    <0.01% of the 13F portfolio, value $745,764.

    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 57,397 shares
    Change vs previous 13F -3,331 shares

    <0.01% of the 13F portfolio, value $575,695.

    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 60,728 shares
    Change vs previous 13F -24,467 shares

    <0.01% of the 13F portfolio, value $601,209.

    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 85,195 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $899,650.

    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).