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EP Wealth Advisors, LLC: FDRR position timeline

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

EP Wealth Advisors, LLC held 278,867 FDRR 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 278,867 shares
    Change vs previous 13F -22,813 shares

    0.07% of the 13F portfolio, value $18,092,905.

    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 301,680 shares
    Change vs previous 13F -8,897 shares

    0.09% of the 13F portfolio, value $17,739,798.

    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 310,577 shares
    Change vs previous 13F -37,978 shares

    0.1% of the 13F portfolio, value $18,951,399.

    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 348,555 shares
    Change vs previous 13F -28,452 shares

    0.12% of the 13F portfolio, value $18,901,672.

    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 377,007 shares
    Change vs previous 13F -16,064 shares

    0.15% of the 13F portfolio, value $18,831,480.

    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 393,071 shares
    Change vs previous 13F -22,855 shares

    0.16% of the 13F portfolio, value $20,195,692.

    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 415,926 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $21,420,201.

    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).