Skip to content
Disclosery

EP Wealth Advisors, LLC: FAST position timeline

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

EP Wealth Advisors, LLC held 24,916 FAST 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 24,916 shares
    Change vs previous 13F +2,180 shares

    <0.01% of the 13F portfolio, value $1,196,720.

    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 22,736 shares
    Change vs previous 13F +625 shares

    0.01% of the 13F portfolio, value $1,054,931.

    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 22,111 shares
    Change vs previous 13F +1,797 shares

    <0.01% of the 13F portfolio, value $887,315.

    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 20,314 shares
    Change vs previous 13F +11,803 shares

    0.01% of the 13F portfolio, value $853,191.

    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 8,511 shares
    Change vs previous 13F -689 shares

    0.01% of the 13F portfolio, value $660,032.

    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 9,200 shares
    Change vs previous 13F -1,509 shares

    0.01% of the 13F portfolio, value $661,572.

    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 10,709 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $764,837.

    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).