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EP Wealth Advisors, LLC: FAX position timeline

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

EP Wealth Advisors, LLC held 513,166 FAX 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 513,166 shares
    Change vs previous 13F -30,902 shares

    0.03% of the 13F portfolio, value $7,548,665.

    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 544,068 shares
    Change vs previous 13F -20,434 shares

    0.04% of the 13F portfolio, value $7,845,463.

    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 564,502 shares
    Change vs previous 13F -196,404 shares

    0.04% of the 13F portfolio, value $8,659,453.

    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 760,906 shares
    Change vs previous 13F -51,431 shares

    0.08% of the 13F portfolio, value $12,113,623.

    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 812,337 shares
    Change vs previous 13F -22,045 shares

    0.1% of the 13F portfolio, value $12,753,683.

    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 834,382 shares
    Change vs previous 13F -213,378 shares

    0.1% of the 13F portfolio, value $12,282,109.

    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 1,047,760 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $18,231,025.

    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).